Holistic Planning, LLC Vanguard Long Term Treasury Et Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Holistic Planning, LLC holds 13,393 shares of VGLT stock, worth $772,776. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,393Holding current value
$772,776% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding VGLT
# of Institutions
434Shares Held
121MCall Options Held
218KPut Options Held
76.9K-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$787 Million0.2% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$620 Million2.01% of portfolio
-
Bank Of America Corp Charlotte, NC9.97MShares$575 Million0.05% of portfolio
-
Morgan Stanley New York, NY8.39MShares$484 Million0.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.52MShares$376 Million0.78% of portfolio