A detailed history of Holistic Planning, LLC transactions in Ea Ser Tr Strive U S Energy Et stock. As of the latest transaction made, Holistic Planning, LLC holds 20,198 shares of DRLL stock, worth $0. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,198
Previous 10,341 95.32%
Holding current value
$0
Previous $290 Million 89.62%
% of portfolio
0.2%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
N/A
9,857 Added 95.32%
20,198 $551 Million
Q3 2024

Nov 01, 2024

BUY
N/A
955 Added 10.17%
10,341 $290 Million
Q1 2024

May 01, 2024

SELL
N/A
-211 Reduced 2.2%
9,386 $294 Million
Q4 2023

Feb 14, 2024

BUY
N/A
9,597 New
9,597 $269 Million

Others Institutions Holding DRLL

About EA SER TR STRIVE U S ENERGY ET


  • Ticker DRLL
More about DRLL
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.