Holistic Planning, LLC EA SERIES TRUST Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024
Number of Shares
208,407
Previous 208,407 -0.0%
Holding current value
$4.21 Billion
Previous $4.21 Billion -0.0%
% of portfolio
3.24%
Previous 3.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
N/A
51,046 Added 32.44%
208,407 $4.21 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
157,361 New
157,361 $3.18 Billion
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