Vertex Planning Partners, LLC Amplify ETF Tr Trnsformational Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,000 shares of BLOK stock, worth $239,160. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$239,160
Previous $228 Million
17.39%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding BLOK
# of Institutions
284Shares Held
8.18MCall Options Held
85.8KPut Options Held
31.5K-
Morgan Stanley New York, NY1.37MShares$81.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC975KShares$58.3 Million0.02% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL585KShares$35 Million0.67% of portfolio
-
Gradient Investments LLC490KShares$29.3 Million0.59% of portfolio
-
Wells Fargo & Company San Francisco, CA477KShares$28.5 Million0.01% of portfolio