Holistic Planning, LLC Ea Ser Tr Strive 1000 Growth E Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
A detailed history of Holistic Planning, LLC transactions in Ea Ser Tr Strive 1000 Growth E stock. As of the latest transaction made, Holistic Planning, LLC holds 385,237 shares of STXG stock, worth $0. This represents 5.08% of its overall portfolio holdings.
Number of Shares
385,237
Previous 371,722
3.64%
Holding current value
$0
Previous $14.9 Billion
19.09%
% of portfolio
5.08%
Previous 5.04%
Shares
6 transactions
Others Institutions Holding STXG
# of Institutions
46Shares Held
1.79MCall Options Held
0Put Options Held
0-
Oxen Free Capital LLC Satellite Beach, FL453KShares$012.85% of portfolio
-
Advyzon Investment Management, LLC Lisle, IL276KShares$02.81% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE126KShares$00.0% of portfolio
-
Demars Financial Group, LLC50.9KShares$00.9% of portfolio
-
Brinker Capital Investments, LLC46.5KShares$00.0% of portfolio