Holistic Planning, LLC Ishares Core High Dividend ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 2,603 shares of HDV stock, worth $307,856. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,603
Previous 2,603
-0.0%
Holding current value
$307,856
Previous $287 Million
-0.0%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding HDV
# of Institutions
767Shares Held
42.2MCall Options Held
898KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC4.64MShares$549 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.08MShares$364 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$356 Million6.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.97MShares$233 Million0.11% of portfolio
-
Ubs Group Ag1.5MShares$178 Million0.04% of portfolio