Holistic Planning, LLC STRV Holdings History
Holistic Planning, LLC's EA SERIES TRUST Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 241,361.00 shares of EA SERIES TRUST(STRV), totaling $8.70 Mil. This investment constitutes 2.95% of their stock portfolio, and Holistic Planning, LLC now holds 1.09% of the outstanding EA SERIES TRUST(STRV) stock.
The initial trade took place in 2023Q4. And since then Holistic Planning, LLC has made 3 purchases of STRV, at an average price of $34.88, for a total of 258,813.00 shares. In addition, there have been 1 sales at an average price of $32.04 for 17,452.00 shares. Based on historical transaction data and STRV's current price of $40.58, Holistic Planning, LLC's estimated gain on his STRV holdings is $1.33 Mil, reflecting a 14.70% gain to date.
Holistic Planning, LLC STRV ($40.58) Holding Chart
Holistic Planning, LLC STRV ($40.58) 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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