Vertex Planning Partners, LLC BLACKROCK ETF TRUST Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025
Number of Shares
473,148
Previous 453,937 4.23%
Holding current value
$12.2 Billion
Previous $11.2 Billion 9.39%
% of portfolio
2.67%
Previous 2.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
19,211 Added 4.23%
473,148 $12.2 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
453,937 New
453,937 $11.2 Billion
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email