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

Holistic Planning, LLC

$236 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FJUN

# of Institutions

130

Shares Held

5.19M

Call Options Held

0

Put Options Held

0

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

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.