Holistic Planning, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025
Number of Shares
23,458
Previous 27,756 15.48%
Holding current value
$616 Million
Previous $716 Million 13.88%
% of portfolio
0.21%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
N/A
-4,298 Reduced 15.48%
23,458 $616 Million
Q4 2024

Jan 24, 2025
BUY
N/A
27,756 New
27,756 $716 Million
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