Holistic Planning, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Holistic Planning, LLC holds 9,099 shares of BIV stock, worth $684,244. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,099Holding current value
$684,244% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
884Shares Held
152MCall Options Held
5.9KPut Options Held
59.3K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$651 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA7.71MShares$580 Million0.14% of portfolio
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Northwestern Mutual Wealth Management CO7.04MShares$529 Million0.52% of portfolio
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Bank Of America Corp Charlotte, NC6.29MShares$473 Million0.04% of portfolio