Holistic Planning, LLC BLACKROCK INC Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
275
Previous 327 15.9%
Holding current value
$320 Million
Previous $343 Million 6.67%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Nov 04, 2025
SELL
N/A
-52 Reduced 15.9%
275 $320 Million
Q2 2025

Jul 28, 2025
BUY
N/A
327 New
327 $343 Million
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