Vertex Planning Partners, LLC Ishares S&P Small Cap 600 Grow Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,202 shares of IJT stock, worth $582,775. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,202
Previous 4,201
0.02%
Holding current value
$582,775
Previous $540 Million
8.63%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding IJT
# of Institutions
759Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$604 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$443 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$259 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$160 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$157 Million0.04% of portfolio