Holistic Planning, LLC Vanguard Total International B Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 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 4,229 shares of BNDX stock, worth $208,743. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,229
Previous 4,581
7.68%
Holding current value
$208,743
Previous $224 Million
6.37%
% of portfolio
0.06%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding BNDX
# of Institutions
1,066Shares Held
760MCall Options Held
15.9KPut Options Held
6.1K-
Jpmorgan Chase & CO New York, NY231MShares$11.4 Billion0.88% of portfolio
-
Bank Of America Corp Charlotte, NC126MShares$6.21 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA69.2MShares$3.41 Billion0.06% of portfolio
-
Envestnet Asset Management Inc62MShares$3.06 Billion0.94% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN28.6MShares$1.41 Billion0.62% of portfolio