Holistic Planning, LLC EA SERIES TRUST Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
150,332
Previous 134,624 11.67%
Holding current value
$3.05 Billion
Previous $2.72 Billion 12.26%
% of portfolio
0.8%
Previous 0.78%

Shares

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

Nov 04, 2025
BUY
N/A
15,708 Added 11.67%
150,332 $3.05 Billion
Q2 2025

Jul 28, 2025
BUY
N/A
4,889 Added 3.77%
134,624 $2.72 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
19,345 Added 17.52%
129,735 $2.61 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
20,171 Added 22.36%
110,390 $2.19 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
54,167 Added 150.25%
90,219 $1.87 Billion
Q1 2024

May 01, 2024
BUY
N/A
16,373 Added 83.2%
36,052 $727 Million
Q4 2023

Feb 14, 2024
BUY
N/A
19,679 New
19,679 $403 Million
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