Vertex Planning Partners, LLC Financial Sector Spdr Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 5,187 shares of XLF stock, worth $272,058. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,187Holding current value
$272,058% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,159Shares Held
765MCall Options Held
132MPut Options Held
244M-
Jpmorgan Chase & CO New York, NY133MShares$6.98 Billion0.47% of portfolio
-
Bank Of America Corp Charlotte, NC84.7MShares$4.44 Billion0.32% of portfolio
-
Morgan Stanley New York, NY47.4MShares$2.49 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA38MShares$1.99 Billion0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.2MShares$1.27 Billion0.41% of portfolio