Vertex Planning Partners, LLC Pgim ETF Tr Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 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 173,108 shares of PULS stock, worth $8.61 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
173,108
Previous 166,841
3.76%
Holding current value
$8.61 Million
Previous $8.3 Billion
3.9%
% of portfolio
1.65%
Previous 1.73%
Shares
4 transactions
Others Institutions Holding PULS
# of Institutions
417Shares Held
179MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY37.8MShares$1.88 Billion0.12% of portfolio
-
Prudential Financial Inc Newark, NJ24.9MShares$1.24 Billion1.55% of portfolio
-
Morgan Stanley New York, NY16.3MShares$813 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$554 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.3MShares$511 Million0.16% of portfolio