Holistic Planning, LLC Vanguard Long Term Treasury Et Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Holistic Planning, LLC holds 12,616 shares of VGLT stock, worth $714,065. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,616
Previous 13,695
7.88%
Holding current value
$714,065
Previous $769 Million
6.66%
% of portfolio
0.19%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding VGLT
# of Institutions
444Shares Held
111MCall Options Held
155KPut Options Held
123K-
Empower Advisory Group, LLC Greenwood Village, CO13.4MShares$758 Million2.12% of portfolio
-
Morgan Stanley New York, NY9.33MShares$528 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.78MShares$497 Million0.12% of portfolio
-
Voya Investment Management LLC Atlanta, GA8.2MShares$464 Million0.57% of portfolio
-
Nepc LLC Boston, MA6.88MShares$390 Million10.38% of portfolio