Vertex Planning Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Vertex Planning Partners, LLC
- $458 Billion
- Q1 2025
A detailed history of Vertex Planning Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 54,359 shares of XLG stock, worth $2.81 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
54,359Holding current value
$2.81 Million% of portfolio
0.55%Shares
2 transactions
Others Institutions Holding XLG
# of Institutions
554Shares Held
119MCall Options Held
20.1KPut Options Held
5K-
Demars Financial Group, LLC28.1MShares$1.45 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$550 Million0.2% of portfolio
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Morgan Stanley New York, NY7.14MShares$370 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC4.24MShares$219 Million0.02% of portfolio
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Invesco Ltd. Atlanta, GA3.36MShares$174 Million0.03% of portfolio