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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
2024-09-30 $291k 10k 28.09
2024-06-30 $294k 9.4k 31.31
2024-03-31 $294k 9.4k 31.31

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Strive U.s. Energy Etf

Stifel Financial
Visionary Wealth Advisors
Cambridge Investment Research Advisors
LPL Financial
Park Edge Advisors
Royal Bank of Canada
Financial Management Network
Raymond James Financial Services Advisors
Concurrent Investment Advisors
Cetera Investment Advisers
Pathway Financial Advisers
Us Bancorp
HighTower Advisors
Bank of America Corporation
Commonwealth Equity Services

View all funds holding Strive U.s. Energy Etf