Holistic Planning, LLC Ea Ser Tr Strive 1000 Value Et Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
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 582,384 shares of STXV stock, worth $0. This represents 6.02% of its overall portfolio holdings.
Number of Shares
582,384
Previous 594,377
2.02%
Holding current value
$0
Previous $17.5 Billion
1.32%
% of portfolio
6.02%
Previous 6.36%
Shares
5 transactions
Others Institutions Holding STXV
# of Institutions
25Shares Held
1.69MCall Options Held
0Put Options Held
0-
Advyzon Investment Management, LLC Lisle, IL396KShares$04.28% of portfolio
-
Cambridge Investment Research Advisors, Inc.203KShares$00.02% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE172KShares$00.74% of portfolio
-
Oxen Free Capital LLC Satellite Beach, FL133KShares$02.84% of portfolio
-
Everhart Financial Group, Inc.43.3KShares$00.0% of portfolio