Vertex Planning Partners, LLC
Position in IVOL — Quadratic Interest Rate Volatility and Inflation Hedge ETF
CIK 1942341
DOWNERS GROVE, IL
All Filings in IVOL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 IVOL | $192,660 | 10,177 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 IVOL | $219,290 | 10,604 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 IVOL | $206,638 | 9,095 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 IVOL | $589,713 | 26,082 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||