Holistic Planning, LLC Ea Ser Tr Strive 500 ETF Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ea Ser Tr Strive 500 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 324,864 shares of STRV stock, worth $0. This represents 3.68% of its overall portfolio holdings.

Number of Shares
324,864
Previous 262,950 23.55%
Holding current value
$0
Previous $10.5 Billion 33.23%
% of portfolio
3.68%
Previous 3.02%

Shares

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

Nov 04, 2025
BUY
N/A
61,914 Added 23.55%
324,864 $14 Billion
Q2 2025

Jul 28, 2025
BUY
N/A
21,589 Added 8.94%
262,950 $10.5 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
26,738 Added 12.46%
241,361 $8.7 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
124,589 Added 138.38%
214,623 $8.11 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
29,825 Added 49.54%
90,034 $3.32 Billion
Q1 2024

May 01, 2024
SELL
N/A
-17,452 Reduced 22.47%
60,209 $2.03 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
77,661 New
77,661 $2.37 Billion

Others Institutions Holding STRV

# of Institutions
138
Shares Held
8.52M
Call Options Held
0
Put Options Held
0
View Full List

About EA SER TR STRIVE 500 ETF

STRV Quotes by TradingView
  • Ticker STRV
More about STRV
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