Holistic Planning, LLC First Tr Enhanced Traded Fd Iv Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Holistic Planning, LLC holds 14,606 shares of FTSM stock, worth $873,876. This represents 0.37% of its overall portfolio holdings.
Number of Shares
14,606Holding current value
$873,876% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding FTSM
# of Institutions
419Shares Held
83.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.1MShares$724 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC8.57MShares$513 Million0.26% of portfolio
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Wells Fargo & Company San Francisco, CA8.01MShares$479 Million0.12% of portfolio
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Ubs Group Ag3.74MShares$224 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC2.92MShares$175 Million0.02% of portfolio