Holistic Planning, LLC CAPITAL GROUP CORE BALANCED Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Number of Shares
10,585
Previous 8,485 24.75%
Holding current value
$331 Million
Previous $263 Million 25.63%
% of portfolio
0.12%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
N/A
2,100 Added 24.75%
10,585 $331 Million
Q3 2024

Nov 01, 2024
BUY
N/A
8,485 New
8,485 $263 Million
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