Vertex Planning Partners, LLC New Holdings in Q3 2024

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMO
Bank Of Montreal

Financial Services
44.9K
New
$79.1 - $90.77 $3.55M - $4.08M
44.9K $4.05B
BX
Blackstone Inc.

Financial Services
2.21K
New
$120.77 - $159.66 $267K - $353K
2.21K $338M
KKR
Kkr & Co. Inc.

Financial Services
2.03K
New
$104.51 - $133.23 $212K - $270K
2.03K $265M
MAIN
Main Street Capital Corp

Financial Services
5.2K
New
$47.05 - $52.25 $245K - $272K
5.2K $261M
T
At&T Inc.

Communication Services
11K
New
$18.21 - $22.28 $201K - $246K
11K $243M
MUST
Columbia ETF Tr I Multi Sector

ETFs
10.8K
New
$20.28 - $20.85 $219K - $225K
10.8K $225M
IDU
Ishares Tr U S Utils ETF

ETFs
2.07K
New
$87.2 - $102.21 $180K - $211K
2.07K $211M
AVGO
Broadcom Inc.

Technology
1.19K
New
$136.27 - $1745.86 $162K - $2.07M
1.19K $205M
USB
Us Bancorp \De\

Financial Services
4.45K
New
$39.04 - $47.23 $174K - $210K
4.45K $203M
Activity Summary
Buys All Purchases 85 New Holdings 9 Increased Positions 76 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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