Number of Shares
371,722.00
Current Holdings Value*
$14.89 Mil
% of Portfolio
5.04%
Total Estimate Gain
$2.92 Mil
% of Total Estimate Gain
19.97%

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 $47.16, Holistic Planning, LLC's estimated gain on his STXG holdings is $2.92 Mil, reflecting a 19.97% gain to date.

Holistic Planning, LLC STXG ($47.16) Holding Chart

Holistic Planning, LLC STXG ($47.16) 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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