Holistic Planning, LLC Vanguard Total International B Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
A detailed history of Holistic Planning, LLC transactions in Vanguard Total International B stock. As of the latest transaction made, Holistic Planning, LLC holds 4,581 shares of BNDX stock, worth $226,988. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,581
Previous 5,004
8.45%
Holding current value
$226,988
Previous $245 Million
8.88%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding BNDX
# of Institutions
1,010Shares Held
731MCall Options Held
1.8KPut Options Held
0-
Jpmorgan Chase & CO New York, NY231MShares$11.4 Billion0.88% of portfolio
-
Bank Of America Corp Charlotte, NC119MShares$5.88 Billion0.5% of portfolio
-
Vanguard Group Inc Valley Forge, PA63.4MShares$3.14 Billion0.06% of portfolio
-
Envestnet Asset Management Inc60.2MShares$2.98 Billion0.98% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN28.6MShares$1.42 Billion0.72% of portfolio