Holistic Planning, LLC First Ex Tr Fd Viii Ft Cboe Ve Call Options Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FAPR
# of Institutions
131Shares Held
4.59MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC269KShares$11.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL242KShares$10.4 Million0.0% of portfolio
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Assetmark, Inc217KShares$9.29 Million0.02% of portfolio
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Stephens Inc208KShares$8.92 Million0.13% of portfolio
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Reap Financial Group, LLC Austin, TX165KShares$7.09 Million1.64% of portfolio