Vertex Planning Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
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 166,912 shares of DYNF stock, worth $8.78 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
166,912
Previous 159,112
4.9%
Holding current value
$8.78 Million
Previous $7.47 Billion
10.56%
% of portfolio
1.97%
Previous 1.94%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.48 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.06 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$717 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$522 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$465 Million1.88% of portfolio