Holistic Planning, LLC EA SERIES TRUST Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Number of Shares
173,624
Previous 164,651 5.45%
Holding current value
$4.52 Billion
Previous $4.28 Billion 5.53%
% of portfolio
1.64%
Previous 1.81%

Shares

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

Jan 24, 2025
BUY
N/A
8,973 Added 5.45%
173,624 $4.52 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
164,651 New
164,651 $4.28 Billion
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