Holistic Planning, LLC Vanguard Long Term Treasury Et Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
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 13,695 shares of VGLT stock, worth $787,873. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,695
Previous 13,276
3.16%
Holding current value
$787,873
Previous $765 Million
0.49%
% of portfolio
0.22%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding VGLT
# of Institutions
435Shares Held
113MCall Options Held
162KPut Options Held
89.8K-
Empower Advisory Group, LLC Greenwood Village, CO12.5MShares$718 Million2.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11MShares$634 Million0.16% of portfolio
-
Morgan Stanley New York, NY9.26MShares$533 Million0.03% of portfolio
-
Voya Investment Management LLC Atlanta, GA8.2MShares$472 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC7.04MShares$405 Million0.03% of portfolio