Holistic Planning, LLC First Tr ETF Call Options Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding QJUN

# of Institutions

104

Shares Held

14M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

6.87M
Shares

$191 Million
0.63% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

816K
Shares

$22.6 Million
0.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

599K
Shares

$16.6 Million
0.04% of portfolio
Truist Financial Corp

498K
Shares

$13.8 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

315K
Shares

$8.73 Million
0.01% of portfolio

About FIRST TR ETF

Ticker QJUN

More about QJUN

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