Holistic Planning, LLC Ea Ser Tr Strive 1000 Divid Gr Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ea Ser Tr Strive 1000 Divid Gr stock. As of the latest transaction made, Holistic Planning, LLC holds 39,289 shares of STXD stock, worth $0. This represents 0.38% of its overall portfolio holdings.

Number of Shares
39,289
Previous 34,723 13.15%
Holding current value
$0
Previous $1.21 Billion 18.97%
% of portfolio
0.38%
Previous 0.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
N/A
4,566 Added 13.15%
39,289 $1.44 Billion
Q2 2025

Jul 28, 2025
BUY
N/A
350 Added 1.02%
34,723 $1.21 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
2,095 Added 6.49%
34,373 $1.11 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
706 Added 2.24%
32,278 $1.05 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
2,595 Added 8.96%
31,572 $1.07 Billion
Q1 2024

May 01, 2024
SELL
N/A
-2,230 Reduced 7.15%
28,977 $898 Million
Q4 2023

Feb 14, 2024
BUY
N/A
31,207 New
31,207 $902 Million

Others Institutions Holding STXD

# of Institutions
30
Shares Held
553K
Call Options Held
0
Put Options Held
0
View Full List

About EA SER TR STRIVE 1000 DIVID GR

STXD Quotes by TradingView
  • Ticker STXD
More about STXD
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