Holistic Planning, LLC Vanguard Ftse Developed Market Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Holistic Planning, LLC holds 19,883 shares of VEA stock, worth $997,132. This represents 0.44% of its overall portfolio holdings.
Number of Shares
19,883
Previous 28,595
30.47%
Holding current value
$997,132
Previous $1.43 Billion
26.81%
% of portfolio
0.44%
Previous 1.1%
Shares
4 transactions
Others Institutions Holding VEA
# of Institutions
2,334Shares Held
2.13BCall Options Held
174KPut Options Held
609K-
Bank Of America Corp Charlotte, NC163MShares$8.15 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS145MShares$7.28 Billion7.61% of portfolio
-
Betterment LLC New York, NY125MShares$6.25 Billion15.95% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.84 Billion1.69% of portfolio
-
Jones Financial Companies Lllp65.1MShares$3.26 Billion3.72% of portfolio