Vertex Planning Partners, LLC Ishares U.S. Treasury Bond ETF Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,613 shares of GOVT stock, worth $268,144. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,613
Previous 9,277
25.18%
Holding current value
$268,144
Previous $213 Million
25.94%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding GOVT
# of Institutions
887Shares Held
1.24BCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC362MShares$8.36 Billion0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC111MShares$2.57 Billion0.8% of portfolio
-
Envestnet Asset Management Inc76.7MShares$1.77 Billion0.55% of portfolio
-
Jump Financial, LLC Chicago, IL74.3MShares$1.71 Billion19.35% of portfolio
-
Truist Financial Corp68.7MShares$1.59 Billion2.21% of portfolio