Holistic Planning, LLC Vanguard Bd Index Fd Inc Total Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Holistic Planning, LLC holds 11,129 shares of BND stock, worth $805,850. This represents 0.35% of its overall portfolio holdings.
Number of Shares
11,129Holding current value
$805,850% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding BND
# of Institutions
1,541Shares Held
912MCall Options Held
155KPut Options Held
94.7K-
Northwestern Mutual Wealth Management CO106MShares$7.65 Billion7.52% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.64 Billion6.84% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.47 Billion0.51% of portfolio
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Jpmorgan Chase & CO New York, NY84.3MShares$6.11 Billion0.54% of portfolio
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Vanguard Group Inc Valley Forge, PA43.4MShares$3.14 Billion0.06% of portfolio