Holistic Planning, LLC First Tr Ex Tr Viii Cboe Vest Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 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 38,126 shares of DMAR stock, worth $1.53 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
38,126
Previous 18,194
109.55%
Holding current value
$1.53 Million
Previous $686 Million
120.07%
% of portfolio
0.43%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DMAR
# of Institutions
100Shares Held
2.75MCall Options Held
0Put Options Held
0-
Spectrum Asset Management, Inc.241KShares$9.68 Million4.19% of portfolio
-
Kestra Advisory Services, LLC221KShares$8.85 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC214KShares$8.6 Million0.01% of portfolio
-
Truadvice, LLC Sarasota, FL121KShares$4.86 Million1.7% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL108KShares$4.33 Million0.0% of portfolio