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 $739,293. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,393Holding current value
$739,293% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding VGLT
# of Institutions
434Shares Held
176MCall Options Held
307KPut Options Held
560K-
Jpmorgan Chase & CO New York, NY44.5MShares$2.45 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC21.2MShares$1.17 Billion0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.8MShares$761 Million0.22% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO9.69MShares$535 Million2.02% of portfolio
-
Morgan Stanley New York, NY8.16MShares$450 Million0.04% of portfolio