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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
61,451
Previous 42,325 45.19%
Holding current value
$1.63 Billion
Previous $1.11 Billion 46.73%
% of portfolio
0.43%
Previous 0.32%

Shares

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

Nov 04, 2025
BUY
N/A
19,126 Added 45.19%
61,451 $1.63 Billion
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
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email