Holistic Planning, LLC CAPITAL GROUP CORE BALANCED Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
6,398
Previous 10,585 39.56%
Holding current value
$214 Million
Previous $328 Million 34.76%
% of portfolio
0.06%
Previous 0.11%

Shares

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

Jul 28, 2025
SELL
N/A
-4,187 Reduced 39.56%
6,398 $214 Million
Q4 2024

Jan 24, 2025
BUY
N/A
2,100 Added 24.75%
10,585 $331 Million
Q3 2024

Nov 01, 2024
BUY
N/A
8,485 New
8,485 $263 Million
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