Holistic Planning, LLC Purchases and Sells in Q3 2024

Holistic Planning, LLC

$236 Billion
Q3 2024

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	717K + 384.63%	$50.2 - $50.48 $36M - $36.2M	903K $45.3B
STXV	387K + 211.59%	N/A	569K $17.3B
STXG	203K + 221.47%	N/A	295K $12.2B
VYM	29.8K + 268.98%	$117.9 - $128.2 $3.51M - $3.82M	40.9K $5.24B
VO	8.65K + 120.23%	$237.84 - $263.83 $2.06M - $2.28M	15.9K $4.18B
PG	12.2K + 269.37%	$160.76 - $177.82 $1.97M - $2.17M	16.8K $2.9B

New Holdings

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	165K New	N/A	165K $4.28B
FIRST TR EXCHNG TRADED FD VI	36.1K New	N/A	36.1K $1.1B
DIA	2.45K New	$386.81 - $423.12 $947K - $1.04M	2.45K $1.04B
XLE	10.7K New	$84.35 - $93.39 $900K - $996K	10.7K $937M
MPC	5.6K New	$158.61 - $180.75 $888K - $1.01M	5.6K $912M
FTSM	14.6K New	$59.61 - $60.15 $871K - $879K	14.6K $874M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	-37.6K - 31.11%	$32.96 - $36.48 $1.24M - $1.37M	83.2K $3.03B
SPHQ	-14.8K - 45.95%	$61.47 - $67.36 $912K - $1M	17.5K $1.17B
MOAT	-8.4K - 36.86%	$85.84 - $85.84 $721K - $721K	14.4K $1.39B
SPLV	-8.39K - 35.88%	$64.57 - $71.76 $542K - $602K	15K $1.07B
CGGR	-14.8K - 34.99%	$30.71 - $34.79 $455K - $516K	27.6K $959M
VEA	-8.71K - 30.47%	$47.6 - $53.31 $415K - $464K	19.9K $1.05B

Activity Summary All Purchases 116 New Holdings 51 Increased Positions 65 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.