Holistic Planning, LLC Ea Ser Tr Strive 1000 Growth E Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
A detailed history of Holistic Planning, LLC transactions in Ea Ser Tr Strive 1000 Growth E stock. As of the latest transaction made, Holistic Planning, LLC holds 371,722 shares of STXG stock, worth $0. This represents 5.04% of its overall portfolio holdings.
Number of Shares
371,722
Previous 312,150
19.08%
Holding current value
$0
Previous $13.6 Billion
9.85%
% of portfolio
5.04%
Previous 4.91%
Shares
5 transactions
Others Institutions Holding STXG
# of Institutions
36Shares Held
3.41MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC1.97MShares$01.41% of portfolio
-
Oxen Free Capital LLC Satellite Beach, FL431KShares$012.1% of portfolio
-
Advyzon Investment Management, LLC Lisle, IL197KShares$03.3% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE119KShares$00.73% of portfolio
-
Orion Portfolio Solutions, LLC80.5KShares$00.0% of portfolio