Holistic Planning, LLC Ishares Tr Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 4,613 shares of IEFA stock, worth $341,269. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,613
Previous 4,297
7.35%
Holding current value
$341,269
Previous $335 Million
3.33%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding IEFA
# of Institutions
2,065Shares Held
1.49BCall Options Held
164KPut Options Held
52.1K-
Bank Of America Corp Charlotte, NC183MShares$13.5 Billion1.2% of portfolio
-
Morgan Stanley New York, NY100MShares$7.42 Billion0.58% of portfolio
-
Jones Financial Companies Lllp88.6MShares$6.55 Billion5.94% of portfolio
-
Wells Fargo & Company San Francisco, CA62.4MShares$4.62 Billion1.12% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.36 Billion14.41% of portfolio