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

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

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 23,059 shares of QYLD stock, worth $413,678. This represents 0.09% of its overall portfolio holdings.

Number of Shares

23,059

Previous 23,489 1.83%

Holding current value

$413,678

Previous $424 Million 0.85%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

460

Shares Held

102M

Call Options Held

9.16M

Put Options Held

350K

View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

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