Vertex Planning Partners, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Call Options Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ZROZ

# of Institutions

148

Shares Held

9.31M

Call Options Held

209K

Put Options Held

483K

Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$78.8 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.03M
Shares

$73.4 Million
0.01% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.02M
Shares

$72.5 Million
0.37% of portfolio
Morgan Stanley New York, NY

566K
Shares

$40.2 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

456K
Shares

$32.3 Million
0.04% of portfolio

About PIMCO ETF TR 25+ YR ZERO CPN U

Ticker ZROZ
Sector ETFs
Industry ETFs

More about ZROZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.