Holistic Planning, LLC EA SERIES TRUST Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Number of Shares
279,872
Previous 208,407 34.29%
Holding current value
$5.68 Billion
Previous $4.21 Billion 34.79%
% of portfolio
2.4%
Previous 3.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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