Holistic Planning, LLC Ea Ser Tr Strive 1000 Divid Gr Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ea Ser Tr Strive 1000 Divid Gr stock. As of the latest transaction made, Holistic Planning, LLC holds 31,572 shares of STXD stock, worth $0. This represents 0.45% of its overall portfolio holdings.

Number of Shares
31,572
Previous 28,977 8.96%
Holding current value
$0
Previous $898 Million 18.7%
% of portfolio
0.45%
Previous 0.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
N/A
2,595 Added 8.96%
31,572 $1.07 Billion
Q1 2024

May 01, 2024
SELL
N/A
-2,230 Reduced 7.15%
28,977 $898 Million
Q4 2023

Feb 14, 2024
BUY
N/A
31,207 New
31,207 $902 Million

Others Institutions Holding STXD

# of Institutions
23
Shares Held
582K
Call Options Held
0
Put Options Held
0
View Full List

About EA SER TR STRIVE 1000 DIVID GR

STXD Quotes by TradingView
  • Ticker STXD
More about STXD
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