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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Quarterly reported holdings in Strive U.s. Energy Etf by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $571k | 20k | 28.75 |
| 2025-06-30 | $589k | 22k | 27.14 |
| 2025-03-31 | $644k | 22k | 29.70 |
| 2024-12-31 | $551k | 20k | 27.27 |
| 2024-09-30 | $291k | 10k | 28.09 |
| 2024-06-30 | $294k | 9.4k | 31.31 |
| 2024-03-31 | $294k | 9.4k | 31.31 |