Holistic Planning, LLC First Ex Tr Fd Ft Cboe Vest Us Transaction History

Holistic Planning, LLC

$349 Billion
Q2 2025

A detailed history of Holistic Planning, LLC transactions in First Ex Tr Fd Ft Cboe Vest Us stock. As of the latest transaction made, Holistic Planning, LLC holds 5,863 shares of DAPR stock, worth $223,556. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,863

Holding current value

$223,556

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$33.92 - $37.71 $198,872 - $221,093	5,863 New	5,863 $221 Million

Others Institutions Holding DAPR

# of Institutions

Shares Held

2.98M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

251K
Shares

$9.59 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

234K
Shares

$8.91 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

190K
Shares

$7.24 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

158K
Shares

$6.02 Million
0.01% of portfolio
Hartford Financial Management Inc.

149K
Shares

$5.7 Million
1.7% of portfolio

View Full List

About FIRST EX TR FD FT CBOE VEST US

Ticker DAPR

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Holistic Planning, LLC First Ex Tr Fd Ft Cboe Vest Us Transaction History