Vertex Planning Partners, LLC Pgim ETF Tr Transaction History
Vertex Planning Partners, LLC
- $458 Billion
- Q1 2025
A detailed history of Vertex Planning Partners, LLC transactions in Pgim ETF Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 159,795 shares of PULS stock, worth $7.94 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
159,795
Previous 150,300
6.32%
Holding current value
$7.94 Million
Previous $7.45 Billion
6.7%
% of portfolio
1.73%
Previous 1.64%
Shares
2 transactions
Others Institutions Holding PULS
# of Institutions
365Shares Held
160MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY32.8MShares$1.63 Billion0.13% of portfolio
-
Prudential Financial Inc Newark, NJ21.9MShares$1.09 Billion1.62% of portfolio
-
Morgan Stanley New York, NY13.8MShares$685 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.49MShares$472 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC9.28MShares$461 Million0.04% of portfolio