Vertex Planning Partners, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 13,251 shares of MUNI stock, worth $695,147. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,251
Previous 12,078
9.71%
Holding current value
$695,147
Previous $620 Million
11.68%
% of portfolio
0.13%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding MUNI
# of Institutions
417Shares Held
35.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.97MShares$156 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.79MShares$147 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$94.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$91.2 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$65.3 Million0.0% of portfolio