Vertex Planning Partners, LLC Purchases and Sells in Q4 2024

Vertex Planning Partners, LLC

  • $453 Billion
  • Q4 2024

Top Buys

Incresed Positions

102 operations
Stock Shares change Price Range Shares Held Trade History
432K
+ 89.67%
$66.77 - $71.52 $28.8M - $30.9M
914K $63B
69.4K
+ 661.14%
$91.26 - $95.82 $6.33M - $6.65M
79.9K $7.32B
61.7K
+ 1266.23%
$61.68 - $67.87 $3.8M - $4.19M
66.5K $4.15B
J P MORGAN EXCHANGE TRADED F
23.6K
+ 21.65%
N/A
133K $10B
28.8K
+ 14.71%
$50.37 - $50.63 $1.45M - $1.46M
224K $11.3B
5.72K
+ 55.98%
$164.99 - $203.87 $944K - $1.17M
15.9K $2.83B
View all

New Holdings

23 operations
Stock Shares change Price Range Shares Held Trade History
J P MORGAN EXCHANGE TRADED F
238K
New
N/A
238K $14.8B
BLACKROCK ETF TRUST
454K
New
N/A
454K $11.2B
225K
New
$34.42 - $35.88 $7.75M - $8.08M
225K $7.83B
150K
New
$49.51 - $49.79 $7.44M - $7.48M
150K $7.45B
64.3K
New
$115.08 - $119.55 $7.4M - $7.68M
64.3K $7.43B
165K
New
$27.03 - $29.78 $4.45M - $4.9M
165K $4.45B
View all

Top Sells

Reduced Positions

36 operations
Stock Shares change Price Range Shares Held Trade History
-43.4K
- 81.82%
$570.51 - $610.59 $24.8M - $26.5M
9.65K $5.68B
-307K
- 93.17%
$37.38 - $41.11 $11.5M - $12.6M
22.5K $850M
-14.3K
- 37.47%
$567.81 - $607.81 $8.14M - $8.71M
23.9K $14B
-141K
- 82.67%
$50.62 - $50.97 $7.16M - $7.21M
29.6K $1.5B
-76.5K
- 33.31%
$81.74 - $91.38 $6.26M - $6.99M
153K $13.5B
-25.1K
- 63.04%
$220.26 - $241.44 $5.53M - $6.07M
14.7K $3.43B
View all
Activity Summary
Buys All Purchases 125 New Holdings 23 Increased Positions 102 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email