Holistic Planning, LLC Purchases and Sells in Q4 2024

Holistic Planning, LLC

$276 Billion
Q4 2024

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSM	247K + 1689.74%	$59.74 - $60.03 $14.7M - $14.8M	261K $15.6B
EA SERIES TRUST	289K + 103.17%	N/A	569K $11.5B
STRV	125K + 138.38%	N/A	215K $8.11B
XLE	16.8K + 157.42%	$83.32 - $97.27 $1.4M - $1.63M	27.5K $2.35B
STXG	17.5K + 5.96%	N/A	312K $13.6B
VOO	2.03K + 17.13%	$521.84 - $558.82 $1.06M - $1.13M	13.9K $7.46B

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	13.2K New	$57.78 - $60.4 $764K - $798K	13.2K $767M
VGLT	13.4K New	$55.1 - $61.74 $738K - $827K	13.4K $741M
CAPITAL GRP FIXED INCM ETF T	27.8K New	N/A	27.8K $716M
DNOV	14.4K New	$42.25 - $43.54 $610K - $628K	14.4K $619M
SHYG	14.1K New	$42.33 - $43.3 $597K - $611K	14.1K $601M
FIRST TR EXCHNG TRADED FD VI	15.7K New	N/A	15.7K $529M

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-80.1K - 8.87%	$50.23 - $50.46 $4.02M - $4.04M	823K $41.4B
VTV	-2.49K - 6.29%	$168.32 - $181.87 $419K - $453K	37.1K $6.27B
IUSV	-2.91K - 14.27%	$91.94 - $100.02 $267K - $291K	17.5K $1.62B
CGDV	-6.46K - 7.77%	$35.16 - $37.12 $227K - $240K	76.8K $2.71B
VEA	-4.55K - 22.9%	$47.57 - $52.44 $217K - $239K	15.3K $733M
XSEP	-5.5K - 17.55%	N/A	25.8K $1.01B

Activity Summary All Purchases 97 New Holdings 23 Increased Positions 74 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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