Holistic Planning, LLC Vanguard Total International B Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Total International B stock. As of the latest transaction made, Holistic Planning, LLC holds 5,004 shares of BNDX stock, worth $246,046. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,004
Previous 4,179
19.74%
Holding current value
$246,046
Previous $210 Million
16.81%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding BNDX
# of Institutions
924Shares Held
659MCall Options Held
5KPut Options Held
355K-
Jpmorgan Chase & CO New York, NY222MShares$10.9 Billion0.91% of portfolio
-
Bank Of America Corp Charlotte, NC111MShares$5.45 Billion0.47% of portfolio
-
Envestnet Asset Management Inc58.1MShares$2.86 Billion0.97% of portfolio
-
Vanguard Group Inc Valley Forge, PA53MShares$2.6 Billion0.05% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.6MShares$1.06 Billion2.38% of portfolio