Vertex Planning Partners, LLC Wisdomtree Tr U.S Total Divide Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 91,083 shares of DTD stock, worth $7.17 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
91,083
Previous 95,450
4.58%
Holding current value
$7.17 Million
Previous $7.32 Billion
5.59%
% of portfolio
1.52%
Previous 1.75%
Shares
9 transactions
Others Institutions Holding DTD
# of Institutions
208Shares Held
9.46MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.01MShares$158 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.24MShares$97.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC703KShares$55.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA375KShares$29.5 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL345KShares$27.2 Million0.06% of portfolio