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 $807,854. This represents 0.35% of its overall portfolio holdings.
Number of Shares
11,129Holding current value
$807,854% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.05 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.27 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.66 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.46 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.61 Billion0.07% of portfolio