Holistic Planning, LLC Ea Ser Tr Strive 1000 Value Et Call Options Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding STXV
# of Institutions
24Shares Held
1.69MCall Options Held
0Put Options Held
0-
Advyzon Investment Management, LLC Lisle, IL399KShares$04.54% of portfolio
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Cambridge Investment Research Advisors, Inc.203KShares$00.02% of portfolio
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Wealth Plan Partners, LLC Omaha, NE166KShares$00.7% of portfolio
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Oxen Free Capital LLC Satellite Beach, FL133KShares$02.84% of portfolio
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Everhart Financial Group, Inc.43.3KShares$00.0% of portfolio