Vertex Planning Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025
Number of Shares
252,234
Previous 238,146 5.92%
Holding current value
$15.1 Billion
Previous $14.8 Billion 1.89%
% of portfolio
3.29%
Previous 3.26%

Shares

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

May 14, 2025
BUY
N/A
14,088 Added 5.92%
252,234 $15.1 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
238,146 New
238,146 $14.8 Billion
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