Holistic Planning, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
42,325
Previous 23,458 80.43%
Holding current value
$1.11 Billion
Previous $616 Million 80.57%
% of portfolio
0.32%
Previous 0.21%

Shares

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

Jul 28, 2025
BUY
N/A
18,867 Added 80.43%
42,325 $1.11 Billion
Q1 2025

Apr 23, 2025
SELL
N/A
-4,298 Reduced 15.48%
23,458 $616 Million
Q4 2024

Jan 24, 2025
BUY
N/A
27,756 New
27,756 $716 Million
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