Vertex Planning Partners, LLC Columbia ETF Tr I Multi Sector Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Columbia ETF Tr I Multi Sector stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 12,079 shares of MUST stock, worth $243,875. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,079
Previous 10,813
11.71%
Holding current value
$243,875
Previous $225 Million
9.18%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding MUST
# of Institutions
83Shares Held
14MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN2.46MShares$49.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.68MShares$33.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.57MShares$31.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.39MShares$28.1 Million0.01% of portfolio
-
Haven Private, LLC Orlando, FL687KShares$13.9 Million7.79% of portfolio