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 $7.05 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
39,549
Previous 42,783
7.56%
Holding current value
$7.05 Million
Previous $6.97 Billion
0.91%
% of portfolio
2.92%
Previous 5.35%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,248Shares Held
528MCall Options Held
142KPut Options Held
224K-
Bank Of America Corp Charlotte, NC115MShares$20.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$9.09 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.2 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.62 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.53 Billion1.14% of portfolio