Vertex Planning Partners, LLC
Position in LGLV — State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF
CIK 1942341
DOWNERS GROVE, IL
All Filings in LGLV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 LGLV | $579,314 | 3,995 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 LGLV | $579,386 | 4,339 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 LGLV | $664,663 | 4,727 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 LGLV | $522,165 | 3,817 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||