Holistic Planning, LLC Vanguard Intermediate Term Tre Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Holistic Planning, LLC holds 13,219 shares of VGIT stock, worth $767,495. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,219Holding current value
$767,495% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding VGIT
# of Institutions
775Shares Held
389MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.16 Billion0.35% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.95 Billion0.26% of portfolio
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Employees Retirement System Of Texas21.5MShares$1.25 Billion11.23% of portfolio
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Morgan Stanley New York, NY20.9MShares$1.21 Billion0.09% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$917 Million3.23% of portfolio