Holistic Planning, LLC First Tr Ex Tr Viii Ft Cboe Ve 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 QMAR

# of Institutions

84

Shares Held

5.55M

Call Options Held

0

Put Options Held

0

Outlook Wealth Advisors, LLC

523K
Shares

$15.3 Million
5.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

408K
Shares

$11.9 Million
0.02% of portfolio
Truist Financial Corp

400K
Shares

$11.7 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

313K
Shares

$9.17 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

306K
Shares

$8.95 Million
0.02% of portfolio

About FIRST TR EX-TR VIII FT CBOE VE

Ticker QMAR

More about QMAR

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.