Holistic Planning, LLC EA SERIES TRUST Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
186,737
Previous 191,830 2.65%
Holding current value
$5.27 Billion
Previous $5.07 Billion 4.13%
% of portfolio
1.38%
Previous 1.45%

Shares

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

Nov 04, 2025
SELL
N/A
-5,093 Reduced 2.65%
186,737 $5.27 Billion
Q2 2025

Jul 28, 2025
BUY
N/A
5,160 Added 2.76%
191,830 $5.07 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
13,046 Added 7.51%
186,670 $4.59 Billion
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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