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 $6.45 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
11,825
Previous 12,750
7.25%
Holding current value
$6.45 Million
Previous $6.13 Billion
1.8%
% of portfolio
2.64%
Previous 4.71%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,148Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.4 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.1 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12 Billion0.86% of portfolio