Vertex Planning Partners, LLC

Q4 2022 13F Detailed Holdings

Location
Downers Grove, IL
Holdings as of
12/31/2022
Value ($000)
$256,379
Num holdings
197
Date filed
2/6/2023
Form type
13F-HR
Prev filing
Next filing
5/16/2023
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 NATIXIS ADVISORS, L.P. 028-05788