Vertex Planning Partners, LLC BIDD Holdings History
Vertex Planning Partners, LLC's iShares International Dividend Active ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 473,148.00 shares of iShares International Dividend Active ETF(BIDD), totaling $12.25 Mil. This investment constitutes 2.67% of their stock portfolio, and Vertex Planning Partners, LLC now holds 1.71% of the outstanding iShares International Dividend Active ETF(BIDD) stock.
The initial trade took place in 2024Q4. And since then Vertex Planning Partners, LLC has made 2 purchases of BIDD, at an average price of $25.36, for a total of 473,148.00 shares. Based on historical transaction data and BIDD's current price of $27.01, Vertex Planning Partners, LLC's estimated gain on his BIDD holdings is $782,593.60, reflecting a 6.52% gain to date.
Vertex Planning Partners, LLC BIDD ($27.01) Holding Chart
Vertex Planning Partners, LLC BIDD ($27.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
