Holistic Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 11,825 shares of VOO stock, worth $6.27 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
11,825
Previous 12,750
7.25%
Holding current value
$6.27 Million
Previous $6.13 Billion
1.8%
% of portfolio
2.64%
Previous 4.71%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,070Shares Held
383MCall Options Held
1.17MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.6 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.4 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.2 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.2 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.5 Billion0.78% of portfolio