Vertex Planning Partners, LLC Global X Fdsnasdaq 100 Covered Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 21,941 shares of QYLD stock, worth $382,431. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,941
Previous 22,283 1.53%
Holding current value
$382,431
Previous $373 Million 0.17%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 18, 2025
SELL
$16.46 - $17.1 $5,629 - $5,848
-342 Reduced 1.53%
21,941 $373 Million
Q2 2025

Aug 13, 2025
SELL
$14.97 - $16.79 $17,499 - $19,627
-1,169 Reduced 4.98%
22,283 $373 Million
Q1 2025

May 14, 2025
BUY
$16.57 - $18.85 $6,512 - $7,408
393 Added 1.7%
23,452 $390 Million
Q4 2024

Feb 12, 2025
SELL
$17.93 - $18.8 $7,709 - $8,084
-430 Reduced 1.83%
23,059 $420 Million
Q3 2024

Nov 07, 2024
BUY
$16.42 - $18.12 $5,369 - $5,925
327 Added 1.41%
23,489 $424 Million
Q2 2024

Aug 13, 2024
BUY
$17.22 - $18.04 $6,509 - $6,819
378 Added 1.66%
23,162 $409 Million
Q1 2024

May 13, 2024
BUY
$17.09 - $18.0 $5,109 - $5,382
299 Added 1.33%
22,784 $408 Million
Q4 2023

Feb 14, 2024
BUY
$16.3 - $17.51 $2,314 - $2,486
142 Added 0.64%
22,485 $390 Million
Q3 2023

Nov 14, 2023
BUY
$16.58 - $18.05 $191,797 - $208,802
11,568 Added 107.36%
22,343 $375 Million
Q2 2023

Aug 14, 2023
BUY
$16.93 - $17.8 $182,420 - $191,795
10,775 New
10,775 $191 Million

Others Institutions Holding QYLD

# of Institutions
467
Shares Held
115M
Call Options Held
158K
Put Options Held
179K
View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

QYLD Quotes by TradingView
  • Ticker QYLD
  • Sector ETFs
  • Industry ETFs
More about QYLD
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