Holistic Planning, LLC Options Holdings
Holistic Planning, LLC
- $349 Billion
- Q2 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 275
- Current Value $349 Billion
- Prior Value $295 Billion
- Filing
- Period Q2 2025
- Filing Date July 28, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 30 stocks
- Additional Purchases 134 stocks
- Sold out of 0 stocks
- Reduced holdings in 35 stocks