Holistic Planning, LLC STXV Holdings History
Holistic Planning, LLC's Strive 1000 Value ETF Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 582,384.00 shares of Strive 1000 Value ETF(STXV), totaling $17.77 Mil. This investment constitutes 6.02% of their stock portfolio, and Holistic Planning, LLC now holds 27.09% of the outstanding Strive 1000 Value ETF(STXV) stock.
The initial trade took place in 2023Q4. And since then Holistic Planning, LLC has made 3 purchases of STXV, at an average price of $28.50, for a total of 594,377.00 shares. In addition, there have been 1 sales at an average price of $30.54 for 11,993.00 shares. Based on historical transaction data and STXV's current price of $31.30, Holistic Planning, LLC's estimated gain on his STXV holdings is $1.65 Mil, reflecting a 9.77% gain to date.
Holistic Planning, LLC STXV ($31.30) Holding Chart
Holistic Planning, LLC STXV ($31.30) 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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