Holistic Planning, LLC Ea Ser Tr Strive 1000 Value Et Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Ea Ser Tr Strive 1000 Value Et stock. As of the latest transaction made, Holistic Planning, LLC holds 594,377 shares of STXV stock, worth $0. This represents 6.36% of its overall portfolio holdings.
Number of Shares
594,377
Previous 569,268
4.41%
Holding current value
$0
Previous $17.3 Billion
1.57%
% of portfolio
6.36%
Previous 7.3%
Shares
4 transactions
Others Institutions Holding STXV
# of Institutions
25Shares Held
1.79MCall Options Held
0Put Options Held
0-
Advyzon Investment Management, LLC Lisle, IL399KShares$04.54% of portfolio
-
Cambridge Investment Research Advisors, Inc.195KShares$00.02% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE166KShares$00.7% of portfolio
-
Oxen Free Capital LLC Satellite Beach, FL123KShares$02.73% of portfolio
-
Gts Securities LLC New York, NY50.5KShares$00.0% of portfolio