Vertex Planning Partners, LLC Spdr Bloomberg Short Term High Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$23.68 - $24.88 $511,085 - $536,985	21,583 New	21,583 $523 Million

Others Institutions Holding SJNK

# of Institutions

378

Shares Held

129M

Call Options Held

100

Put Options Held

200

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

15.4M
Shares

$394 Million
4.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10M
Shares

$257 Million
0.07% of portfolio
Grimes & Company, Inc.

7.47M
Shares

$191 Million
5.26% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.27M
Shares

$135 Million
6.27% of portfolio
Angeles Investment Advisors, LLC

4.85M
Shares

$124 Million
6.42% of portfolio

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