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Verizon Communications shares owned by Holistic Planning

Quarter-by-quarter ownership of Verizon Communications (VZ) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Verizon Communications

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All positions including Verizon Communications held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Verizon Communications by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $616k 14k 44.91

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Verizon Communications

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Northern Trust
Bank of America Corporation
Dimensional Fund Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
Royal Bank of Canada
GQG Partners
Invesco

View all funds holding Verizon Communications