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Strive U.s. Energy Etf shares owned by Holistic Planning

Quarter-by-quarter ownership of Strive U.s. Energy Etf (DRLL) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Strive U.s. Energy Etf

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All positions including Strive U.s. Energy Etf held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strive U.s. Energy Etf by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $294k 9.4k 31.31

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
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Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Strive 1000 Grwt (STXG)
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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Holistic Planning

Top funds holding Strive U.s. Energy Etf

Stifel Financial
Raymond James Financial Services Advisors
Visionary Wealth Advisors
LPL Financial
Royal Bank of Canada
Financial Management Network
Cambridge Investment Research Advisors
UBS Group
Ethos Financial Group
Commonwealth Equity Services
Raymond James & Associates
Us Bancorp
Bank of America Corporation
Advisor Group Holdings
Kestra Advisory Services

View all funds holding Strive U.s. Energy Etf