Holistic Planning, LLC EA SERIES TRUST Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
987,926
Previous 815,879 21.09%
Holding current value
$20.1 Billion
Previous $16.6 Billion 21.15%
% of portfolio
5.75%
Previous 5.61%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
172,047 Added 21.09%
987,926 $20.1 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
247,271 Added 43.49%
815,879 $16.6 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
288,736 Added 103.17%
568,608 $11.5 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
71,465 Added 34.29%
279,872 $5.68 Billion
Q1 2024

May 01, 2024
BUY
N/A
51,046 Added 32.44%
208,407 $4.21 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
157,361 New
157,361 $3.18 Billion
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