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

Holistic Planning, LLC

$236 Billion
Q3 2024

A detailed history of Holistic Planning, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 6,743 shares of FJUN stock, worth $341,195. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,743

Holding current value

$341,195

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$46.67 - $50.52 $314,695 - $340,656	6,743 New	6,743 $341 Million

Others Institutions Holding FJUN

# of Institutions

130

Shares Held

5.19M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

373K
Shares

$18.9 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

370K
Shares

$18.7 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

329K
Shares

$16.7 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

270K
Shares

$13.7 Million
0.03% of portfolio
Mc Carthy & Cox Marysville, OH

242K
Shares

$12.2 Million
4.69% of portfolio

View Full List

About FIRST TR EX-TRD VIII CBOE VEST

Ticker FJUN
Sector Technology

More about FJUN

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 Trd Viii Cboe Vest Transaction History