Holistic Planning, LLC Vanguard Ftse Developed Market Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 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 15,330 shares of VEA stock, worth $791,181. This represents 0.27% of its overall portfolio holdings.
Number of Shares
15,330
Previous 19,883
22.9%
Holding current value
$791,181
Previous $1.05 Billion
30.18%
% of portfolio
0.27%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding VEA
# of Institutions
2,558Shares Held
2.18BCall Options Held
170KPut Options Held
101K-
Bank Of America Corp Charlotte, NC175MShares$9.05 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS143MShares$7.39 Billion6.68% of portfolio
-
Betterment LLC New York, NY137MShares$7.1 Billion15.81% of portfolio
-
Envestnet Asset Management Inc98.1MShares$5.06 Billion1.56% of portfolio
-
Wells Fargo & Company San Francisco, CA65.3MShares$3.37 Billion0.72% of portfolio