Holistic Planning, LLC Vanguard Intl Eqty Ftse All Wo Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Intl Eqty Ftse All Wo stock. As of the latest transaction made, Holistic Planning, LLC holds 1,816 shares of VSS stock, worth $227,490. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,816
Previous 1,816
-0.0%
Holding current value
$227,490
Previous $212 Million
-0.0%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VSS
# of Institutions
627Shares Held
47.2MCall Options Held
100Put Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO4.21MShares$528 Million1.84% of portfolio
-
Personal Capital Advisors Corp3.68MShares$461 Million1.84% of portfolio
-
Morgan Stanley New York, NY3.02MShares$378 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA2.85MShares$357 Million3.28% of portfolio
-
Natixis Advisors, L.P. Boston, MA2.53MShares$317 Million0.65% of portfolio