Vertex Planning Partners, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History
Vertex Planning Partners, LLC
- $479 Billion
- Q2 2025
A detailed history of Vertex Planning Partners, LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,280 shares of PXF stock, worth $372,529. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,280
Previous 5,896
6.51%
Holding current value
$372,529
Previous $307 Million
17.64%
% of portfolio
0.08%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding PXF
# of Institutions
224Shares Held
30MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11.9MShares$704 Million0.12% of portfolio
-
Invesco Ltd. Atlanta, GA4.59MShares$272 Million0.05% of portfolio
-
Proficio Capital Partners LLC Newton, MA1.77MShares$105 Million0.5% of portfolio
-
Morgan Stanley New York, NY1.32MShares$78.4 Million0.01% of portfolio
-
Victory Capital Management Inc980KShares$58.1 Million0.04% of portfolio