Vertex Planning Partners, LLC PXF Holdings History
Vertex Planning Partners, LLC's Invesco RAFI Developed Markets ex-U.S. ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 5,896.00 shares of Invesco RAFI Developed Markets ex-U.S. ETF(PXF), totaling $306,520.00. This investment constitutes 0.07% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.02% of the outstanding Invesco RAFI Developed Markets ex-U.S. ETF(PXF) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 5 purchases of PXF, at an average price of $45.09, for a total of 139,939.00 shares. In addition, there have been 4 sales at an average price of $49.86 for 134,043.00 shares. Based on historical transaction data and PXF's current price of $57.67, Vertex Planning Partners, LLC's estimated gain on his PXF holdings is $712,576.27, reflecting a 11.29% gain to date.
Vertex Planning Partners, LLC PXF ($57.67) Holding Chart
Vertex Planning Partners, LLC PXF ($57.67) 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 % | |||
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