Holistic Planning, LLC T ROWE PRICE ETF INC Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
10,635
Previous 12,649 15.92%
Holding current value
$401 Million
Previous $446 Million 10.15%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Nov 04, 2025
SELL
N/A
-2,014 Reduced 15.92%
10,635 $401 Million
Q2 2025

Jul 28, 2025
BUY
N/A
12,649 New
12,649 $446 Million
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email