Vertex Planning Partners, LLC

Q2 2024 13F Holdings

Location
Downers Grove, IL
Holdings as of
6/30/2024
Value ($000)
$385,377
Num holdings
153
Date filed
8/13/2024
Form type
13F-HR
Prev filing
5/13/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type