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Name: |
Vertex Planning Partners LLC |
City: |
Downers Grove |
State: |
IL |
Zip: |
60515 |
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data |
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Holdings
Found :
4 |
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Closed Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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XLRE |
Real Estate Select Sector S... |
159 |
Closed |
$37.81 |
$0 |
0 |
0% |
-245,000 |
-7,186 |
0 |
N/A |
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ZROZ |
Pimco ETF Trust |
158 |
Closed |
$73.00 |
$0 |
0 |
0% |
-2,425,000 |
-33,343 |
0 |
Closed - End Fund - Debt |
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DNOV |
Ft Cboe Vest Us Equity Deep... |
157 |
Closed |
$0.00 |
$0 |
0 |
0% |
-222,000 |
-6,247 |
0 |
N/A |
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XSOE |
Wisdomtree Emerging Markets... |
156 |
Closed |
$30.18 |
$0 |
0 |
0% |
-6,960,000 |
-260,953 |
0 |
N/A |
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