Holistic Planning, LLC Ea Ser Tr Strive 1000 Value Et Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
A detailed history of Holistic Planning, LLC transactions in Ea Ser Tr Strive 1000 Value Et stock. As of the latest transaction made, Holistic Planning, LLC holds 587,680 shares of STXV stock, worth $0. This represents 5.19% of its overall portfolio holdings.
Number of Shares
587,680
Previous 582,384
0.91%
Holding current value
$0
Previous $17.8 Billion
1.95%
% of portfolio
5.19%
Previous 6.02%
Shares
6 transactions
Others Institutions Holding STXV
# of Institutions
26Shares Held
1.65MCall Options Held
0Put Options Held
0-
Advyzon Investment Management, LLC Lisle, IL410KShares$02.8% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE178KShares$00.0% of portfolio
-
Oxen Free Capital LLC Satellite Beach, FL144KShares$02.74% of portfolio
-
Cambridge Investment Research Advisors, Inc.52.4KShares$00.0% of portfolio
-
Everhart Financial Group, Inc.44KShares$00.0% of portfolio