Holistic Planning, LLC Ea Ser Tr Strive 1000 Value Et Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 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 627,712 shares of STXV stock, worth $0. This represents 5.33% of its overall portfolio holdings.

Number of Shares
627,712
Previous 587,680 6.81%
Holding current value
$0
Previous $18.1 Billion 12.1%
% of portfolio
5.33%
Previous 5.19%

Shares

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

Nov 04, 2025
BUY
N/A
40,032 Added 6.81%
627,712 $20.3 Billion
Q2 2025

Jul 28, 2025
BUY
N/A
5,296 Added 0.91%
587,680 $18.1 Billion
Q1 2025

Apr 23, 2025
SELL
N/A
-11,993 Reduced 2.02%
582,384 $17.8 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
25,109 Added 4.41%
594,377 $17.5 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
386,568 Added 211.59%
569,268 $17.3 Billion
Q1 2024

May 01, 2024
BUY
N/A
118,427 Added 184.26%
182,700 $5.3 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
64,273 New
64,273 $1.71 Billion

Others Institutions Holding STXV

# of Institutions
28
Shares Held
1.73M
Call Options Held
0
Put Options Held
0
View Full List

About EA SER TR STRIVE 1000 VALUE ET

STXV Quotes by TradingView
  • Ticker STXV
More about STXV
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