Top 10 Stocks Held By Holistic Planning LLC
By Holdings Channel Staff, updated Friday, May 3, 4:18 PM
In total we count 117 positions held by Holistic Planning LLC as of their latest 13F filing, but among those total Holistic Planning LLC holdings we've sorted out the top ten stocks held by Holistic Planning LLC by largest position size, and presented them here in slideshow form.
#10 . MSFT
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
MICROSOFT CORP
5,912
$2,487 MSFT 5,912 $2,487
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
MICROSOFT CORP
5,845
$2,198 MSFT 5,845 $2,198
MSFT Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$0
$2,198
$2,487
09/30/2023 12/31/2023 03/31/2024
Share Count
0
5,845
5,912
09/30/2023 12/31/2023 03/31/2024
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