Holistic Planning, LLC First Tr Ex Tr Viii Cboe Vest Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
A detailed history of Holistic Planning, LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 18,194 shares of DMAR stock, worth $708,110. This represents 0.23% of its overall portfolio holdings.
Number of Shares
18,194
Previous 18,194
-0.0%
Holding current value
$708,110
Previous $694 Million
1.28%
% of portfolio
0.23%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding DMAR
# of Institutions
97Shares Held
2.7MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC221KShares$8.58 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC215KShares$8.37 Million0.01% of portfolio
-
Envestnet Asset Management Inc177KShares$6.87 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL158KShares$6.16 Million0.01% of portfolio
-
Spectrum Asset Management, Inc.139KShares$5.41 Million2.38% of portfolio