Holistic Planning, LLC EA SERIES TRUST Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
8,754
Previous 7,855 11.44%
Holding current value
$313 Million
Previous $241 Million 29.75%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
899 Added 11.44%
8,754 $313 Million
Q1 2025

Apr 23, 2025
BUY
N/A
7,855 New
7,855 $241 Million
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