Holistic Planning, LLC Vanguard Total International B Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Total International B stock. As of the latest transaction made, Holistic Planning, LLC holds 5,004 shares of BNDX stock, worth $246,096. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,004
Previous 4,179
19.74%
Holding current value
$246,096
Previous $210 Million
16.81%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding BNDX
# of Institutions
972Shares Held
735MCall Options Held
5KPut Options Held
0-
Jpmorgan Chase & CO New York, NY232MShares$11.4 Billion0.93% of portfolio
-
Bank Of America Corp Charlotte, NC119MShares$5.84 Billion0.5% of portfolio
-
Envestnet Asset Management Inc60.2MShares$2.96 Billion0.98% of portfolio
-
Vanguard Group Inc Valley Forge, PA59.9MShares$2.94 Billion0.05% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN27.6MShares$1.36 Billion0.73% of portfolio