Holistic Planning, LLC First Tr Ex Tr Viii Cboe Vest Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

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 $692,645. This represents 0.29% of its overall portfolio holdings.

Number of Shares

18,194

Holding current value

$692,645

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$35.04 - $37.34 $637,517 - $679,363	18,194 New	18,194 $679 Million

Others Institutions Holding DMAR

# of Institutions

Shares Held

3.25M

Call Options Held

Put Options Held

Oppenheimer & CO Inc New York, NY

589K
Shares

$22.4 Million
0.34% of portfolio
Kestra Advisory Services, LLC

201K
Shares

$7.66 Million
0.04% of portfolio
Foguth Wealth Management, Llc. Brighton, MI

151K
Shares

$5.73 Million
2.04% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

148K
Shares

$5.63 Million
0.79% of portfolio
Spectrum Asset Management, Inc.

142K
Shares

$5.4 Million
2.24% of portfolio

View Full List

About FIRST TR EX-TR VIII CBOE VEST

Ticker DMAR

More about DMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

Holistic Planning, LLC First Tr Ex Tr Viii Cboe Vest Transaction History