Vertex Planning Partners, LLC Purchases and Sells in Q3 2025

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

Top Buys

Incresed Positions

104 operations
Stock Shares change Price Range Shares Held Trade History
26.2K
+ 3.09%
$72.65 - $78.68 $1.9M - $2.06M
875K $68.5B
85.6K
+ 101.82%
$51.78 - $57.89 $4.43M - $4.95M
170K $9.76B
BLACKROCK ETF TRUST
81.7K
+ 137.15%
N/A
141K $4.83B
3.98K
+ 0.62%
$59.61 - $63.09 $237K - $251K
645K $40.6B
17K
+ 9.47%
$54.35 - $59.32 $926K - $1.01M
197K $11.7B
20.8K
+ 88.94%
$64.73 - $76.45 $1.34M - $1.59M
44.1K $3.37B
View all

New Holdings

16 operations
Stock Shares change Price Range Shares Held Trade History
GLOBAL X FDS
34.9K
New
N/A
34.9K $2.45B
27.7K
New
$68.33 - $75.41 $1.89M - $2.09M
27.7K $2.08B
8.25K
New
$100.37 - $100.74 $828K - $831K
8.25K $831M
PGIM ETF TR
13.7K
New
N/A
13.7K $708M
BLACKROCK ETF TRUST
12.8K
New
N/A
12.8K $323M
T ROWE PRICE ETF INC
9.37K
New
N/A
9.37K $315M
View all

Top Sells

Reduced Positions

50 operations
Stock Shares change Price Range Shares Held Trade History
-30.8K
- 80.51%
$106.99 - $114.46 $3.3M - $3.53M
7.46K $850M
-67.2K
- 11.09%
$50.23 - $50.48 $3.37M - $3.39M
538K $27.1B
-42.7K
- 26.22%
$62.79 - $68.42 $2.68M - $2.92M
120K $8.15B
-7.68K
- 62.31%
$250.97 - $282.66 $1.93M - $2.17M
4.64K $1.31B
-33K
- 23.75%
$45.6 - $46.92 $1.5M - $1.55M
106K $4.95B
-24.4K
- 8.33%
$50.45 - $50.65 $1.23M - $1.24M
269K $13.6B
View all
Activity Summary
Buys All Purchases 120 New Holdings 16 Increased Positions 104 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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