Holistic Planning, LLC Vanguard Bd Index Fd Inc Total Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Holistic Planning, LLC holds 13,231 shares of BND stock, worth $956,204. This represents 0.34% of its overall portfolio holdings.
Number of Shares
13,231
Previous 11,129
18.89%
Holding current value
$956,204
Previous $836 Million
13.82%
% of portfolio
0.34%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,624Shares Held
958MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.02 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.24 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.63 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.43 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.59 Billion0.07% of portfolio