Vertex Planning Partners, LLC Ishares Short Term National Mu Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 7,799 shares of SUB stock, worth $825,290. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,799
Previous 7,799
-0.0%
Holding current value
$825,290
Previous $815 Million
1.57%
% of portfolio
0.2%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding SUB
# of Institutions
860Shares Held
75.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$668 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$632 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$632 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio