Holistic Planning, LLC Vanguard Value ETF Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 39,549 shares of VTV stock, worth $6.99 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
39,549
Previous 42,783
7.56%
Holding current value
$6.99 Million
Previous $6.97 Billion
0.91%
% of portfolio
2.92%
Previous 5.35%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,291Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.9 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.22 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.13 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.59 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.5 Billion1.14% of portfolio