Holistic Planning, LLC BUXX Holdings History
Holistic Planning, LLC's EA SERIES TRUST Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 815,879.00 shares of EA SERIES TRUST(BUXX), totaling $16.57 Mil. This investment constitutes 5.61% of their stock portfolio, and Holistic Planning, LLC now holds 6.65% of the outstanding EA SERIES TRUST(BUXX) stock.
The initial trade took place in 2023Q4. And since then Holistic Planning, LLC has made 4 purchases of BUXX, at an average price of $20.29, for a total of 815,879.00 shares. Based on historical transaction data and BUXX's current price of $20.37, Holistic Planning, LLC's estimated gain on his BUXX holdings is $64,533.36, reflecting a 0.39% gain to date.
Holistic Planning, LLC BUXX ($20.37) Holding Chart
Holistic Planning, LLC BUXX ($20.37) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
