Holistic Planning, LLC Ishares S&P 100 ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 5,243 shares of OEF stock, worth $1.39 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
5,243
Previous 5,243
-0.0%
Holding current value
$1.39 Million
Previous $1.3 Billion
-0.0%
% of portfolio
1.0%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding OEF
# of Institutions
800Shares Held
34.7MCall Options Held
9.6KPut Options Held
15.1K-
Bank Of America Corp Charlotte, NC5.97MShares$1.59 Billion0.14% of portfolio
-
Fifth Third Bancorp2.34MShares$623 Million2.38% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.23MShares$594 Million2.5% of portfolio
-
Jones Financial Companies Lllp1.87MShares$498 Million0.57% of portfolio
-
Jpmorgan Chase & CO New York, NY1.48MShares$394 Million0.03% of portfolio