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 $778,995. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,219Holding current value
$778,995% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding VGIT
# of Institutions
852Shares Held
404MCall Options Held
19.7KPut Options Held
8.6K-
Jpmorgan Chase & CO New York, NY65.7MShares$3.87 Billion0.31% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.78 Billion0.32% of portfolio
-
Morgan Stanley New York, NY22.5MShares$1.33 Billion0.09% of portfolio
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Employees Retirement System Of Texas21.5MShares$1.27 Billion0.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.1MShares$1.01 Billion3.35% of portfolio