Holistic Planning, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Holistic Planning, LLC holds 127,730 shares of DFEB stock, worth $5.81 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
127,730
Previous 75,681 68.77%
Holding current value
$5.81 Million
Previous $3.19 Billion 78.76%
% of portfolio
1.63%
Previous 1.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$39.94 - $44.64 $2.08 Million - $2.32 Million
52,049 Added 68.77%
127,730 $5.7 Billion
Q1 2025

Apr 23, 2025
BUY
$41.74 - $43.57 $3.16 Million - $3.3 Million
75,681 New
75,681 $3.19 Billion

Others Institutions Holding DFEB

# of Institutions
142
Shares Held
6.47M
Call Options Held
0
Put Options Held
0
View Full List

About FT TR ETF VIII FT CBOE VEST US

DFEB Quotes by TradingView
  • Ticker DFEB
  • Sector ETFs
  • Industry ETFs
More about DFEB
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