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

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024
Number of Shares
109,028
Previous 107,344 1.57%
Holding current value
$7.49 Billion
Previous $7.43 Billion 0.72%
% of portfolio
1.79%
Previous 1.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
N/A
1,684 Added 1.57%
109,028 $7.49 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
107,344 New
107,344 $7.43 Billion
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