Vertex Planning Partners, LLC PGIM ETF TR Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025
Number of Shares
10,655
Previous 10,558 0.92%
Holding current value
$547 Million
Previous $541 Million 1.14%
% of portfolio
0.12%
Previous 0.12%

Shares

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

May 14, 2025
BUY
N/A
97 Added 0.92%
10,655 $547 Million
Q4 2024

Feb 12, 2025
BUY
N/A
10,558 New
10,558 $541 Million
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