Holistic Planning, LLC STXG Holdings History
Holistic Planning, LLC's Strive 1000 Growth ETF Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 371,722.00 shares of Strive 1000 Growth ETF(STXG), totaling $14.89 Mil. This investment constitutes 5.04% of their stock portfolio, and Holistic Planning, LLC now holds 13.82% of the outstanding Strive 1000 Growth ETF(STXG) stock.
The initial trade took place in 2023Q4. And since then Holistic Planning, LLC has made 4 purchases of STXG, at an average price of $39.31, for a total of 371,722.00 shares. Based on historical transaction data and STXG's current price of $46.86, Holistic Planning, LLC's estimated gain on his STXG holdings is $2.81 Mil, reflecting a 19.21% gain to date.
Holistic Planning, LLC STXG ($46.86) Holding Chart
Holistic Planning, LLC STXG ($46.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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