Holistic Planning, LLC First Exc Trd Viii Cboe Vest U Transaction History

Holistic Planning, LLC

$349 Billion
Q2 2025

A detailed history of Holistic Planning, LLC transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Holistic Planning, LLC holds 8,315 shares of DJAN stock, worth $351,225. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,315

Holding current value

$351,225

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$36.05 - $40.34 $299,755 - $335,427	8,315 New	8,315 $335 Million

Others Institutions Holding DJAN

# of Institutions

117

Shares Held

5.25M

Call Options Held

Put Options Held

Jaffetilchin Investment Partners, LLC Tampa, FL

729K
Shares

$30.8 Million
1.97% of portfolio
Brookstone Capital Management

366K
Shares

$15.5 Million
0.21% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

294K
Shares

$12.4 Million
0.02% of portfolio
Cwm, LLC

270K
Shares

$11.4 Million
0.03% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

232K
Shares

$9.79 Million
1.22% of portfolio

View Full List

About FIRST EXC-TRD VIII CBOE VEST U

Ticker DJAN
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Holistic Planning, LLC First Exc Trd Viii Cboe Vest U Transaction History