A detailed history of Holistic Planning, LLC transactions in Ea Ser Tr Strive 2000 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 69,884 shares of STXK stock, worth $0. This represents 0.93% of its overall portfolio holdings.

Number of Shares
69,884
Previous 32,520 114.9%
Holding current value
$0
Previous $975 Million 124.97%
% of portfolio
0.93%
Previous 0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
N/A
37,364 Added 114.9%
69,884 $2.19 Billion
Q1 2024

May 01, 2024

BUY
N/A
19,761 Added 154.88%
32,520 $975 Million
Q4 2023

Feb 14, 2024

BUY
N/A
12,759 New
12,759 $371 Million

Others Institutions Holding STXK

About EA SER TR STRIVE 2000 ETF


  • Ticker STXK
More about STXK
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.