Vertex Planning Partners, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,536 shares of PXF stock, worth $288,398. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,536
Previous 6,280 27.77%
Holding current value
$288,398
Previous $361 Million 23.04%
% of portfolio
0.05%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
SELL
$56.98 - $61.66 $99,373 - $107,535
-1,744 Reduced 27.77%
4,536 $277 Million
Q2 2025

Aug 13, 2025
BUY
$46.22 - $57.51 $17,748 - $22,083
384 Added 6.51%
6,280 $361 Million
Q1 2025

May 14, 2025
SELL
$47.39 - $54.26 $4.32 Million - $4.95 Million
-91,158 Reduced 93.93%
5,896 $307 Million
Q4 2024

Feb 12, 2025
BUY
$47.66 - $51.84 $175,674 - $191,082
3,686 Added 3.95%
97,054 $4.65 Billion
Q3 2024

Nov 07, 2024
BUY
$46.96 - $52.62 $2.49 Million - $2.79 Million
52,974 Added 131.14%
93,368 $4.87 Billion
Q2 2024

Aug 13, 2024
SELL
$47.68 - $51.13 $476,466 - $510,942
-9,993 Reduced 19.83%
40,394 $1.97 Billion
Q1 2024

May 13, 2024
SELL
$45.74 - $49.71 $1.16 Million - $1.26 Million
-25,445 Reduced 33.55%
50,387 $2.5 Billion
Q4 2023

Feb 14, 2024
BUY
$41.6 - $47.48 $362,377 - $413,598
8,711 Added 12.98%
75,832 $3.59 Billion
Q3 2023

Nov 14, 2023
BUY
$43.37 - $46.68 $912,634 - $982,287
21,043 Added 45.67%
67,121 $2.92 Billion
Q2 2023

Aug 14, 2023
BUY
$43.24 - $46.12 $197,087 - $210,214
4,558 Added 10.98%
46,078 $2.07 Billion
Q1 2023

May 16, 2023
SELL
$41.83 - $45.62 $311,508 - $339,732
-7,447 Reduced 15.21%
41,520 $1.83 Billion
Q4 2022

Feb 06, 2023
BUY
$35.1 - $42.48 $1.72 Million - $2.08 Million
48,967 New
48,967 $2.03 Billion

Others Institutions Holding PXF

# of Institutions
230
Shares Held
27.8M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO IFTSE RAFI DEV MKTS EX

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