Vertex Planning Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 197,006 shares of DYNF stock, worth $11.8 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
197,006
Previous 179,967
9.47%
Holding current value
$11.8 Million
Previous $9.8 Billion
19.0%
% of portfolio
2.24%
Previous 2.05%
Shares
7 transactions
Others Institutions Holding DYNF
# of Institutions
684Shares Held
464MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc111MShares$6.66 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.9MShares$2.45 Billion0.76% of portfolio
-
Jpmorgan Chase & CO New York, NY22.9MShares$1.37 Billion0.09% of portfolio
-
First Command Advisory Services, Inc.22.5MShares$1.35 Billion9.75% of portfolio
-
Morgan Stanley New York, NY14.7MShares$883 Million0.05% of portfolio