Holistic Planning, LLC Shell PLC Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
A detailed history of Holistic Planning, LLC transactions in Shell PLC stock. As of the latest transaction made, Holistic Planning, LLC holds 6,674 shares of SHEL stock, worth $437,213. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,674
Previous 7,667
12.95%
Holding current value
$437,213
Previous $480 Million
1.82%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding SHEL
# of Institutions
1,572Shares Held
319MCall Options Held
8.13MPut Options Held
3.58M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa25.5MShares$1.67 Billion0.82% of portfolio
-
Dimensional Fund Advisors LP Austin, TX23.3MShares$1.52 Billion0.44% of portfolio
-
Eagle Capital Management LLC New York, NY14.7MShares$966 Million3.46% of portfolio
-
Morgan Stanley New York, NY10.2MShares$667 Million0.05% of portfolio
-
Pendal Group LTD9.69MShares$635 Million4.52% of portfolio
About Shell plc
- Ticker SHEL
- Exchange OTC
- Sector Energy
- Industry Oil & Gas Integrated
- Shares Outstandng 3,560,539,904
- Market Cap $233B
- Description
- Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids;...