Vertex Planning Partners, LLC
Position in GII — State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF
CIK 1942341
DOWNERS GROVE, IL
All Filings in GII
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 GII | $651,225 | 11,006 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 GII | $668,719 | 10,840 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 GII | $624,922 | 11,435 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 GII | $454,210 | 8,388 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 GII | $421,019 | 7,871 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 GII | $321,322 | 6,523 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 GII | $319,152 | 5,980 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 GII | $278,396 | 5,111 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 GII | $219,325 | 4,184 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||