Holistic Financial Partners's ownership history for MA

Holistic Financial Partners currently holds 564 shares with a market value of $321.7K. It started holding MA on 2024-09-30. At its peak, it held 584 shares on 2025-09-30. Its highest holding value was $332.0K on 2025-09-30. At its lowest, it held 524 shares on 2024-09-30, with a value of $258.5K on 2024-09-30. In the recent 180 days, Holistic Financial Partners has increased its shares by 4. In the recent year, Holistic Financial Partners has increased its shares by 36.