Vertex Planning Partners, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 12,427 shares of MUNI stock, worth $647,570. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,427
Previous 12,630
1.61%
Holding current value
$647,570
Previous $667 Million
2.22%
% of portfolio
0.18%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding MUNI
# of Institutions
271Shares Held
21.3MCall Options Held
0Put Options Held
0-
Cwm, LLC1.34MShares$69.6 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$68.3 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.31MShares$68.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$61.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.03MShares$53.8 Million0.01% of portfolio