Vertex Planning Partners, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
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 93,368 shares of PXF stock, worth $4.64 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
93,368
Previous 40,394
131.14%
Holding current value
$4.64 Million
Previous $1.97 Billion
147.53%
% of portfolio
1.16%
Previous 0.51%
Shares
8 transactions
Others Institutions Holding PXF
# of Institutions
202Shares Held
27.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11.4MShares$565 Million0.12% of portfolio
-
Invesco Ltd. Atlanta, GA4.4MShares$219 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$83.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.32MShares$65.4 Million0.01% of portfolio
-
Victory Capital Management Inc1.07MShares$53.1 Million0.06% of portfolio