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

Holistic Planning, LLC

$295 Billion
Q1 2025

A detailed history of Holistic Planning, LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 20,462 shares of YMAR stock, worth $501,523. This represents 0.17% of its overall portfolio holdings.

Number of Shares

20,462

Holding current value

$501,523

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$22.77 - $24.61 $465,919 - $503,569	20,462 New	20,462 $490 Million

Others Institutions Holding YMAR

# of Institutions

Shares Held

3.63M

Call Options Held

Put Options Held

Maia Wealth LLC Denver, CO

432K
Shares

$10.6 Million
2.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

431K
Shares

$10.6 Million
0.0% of portfolio
Mgo One Seven LLC Beachwood, OH

356K
Shares

$8.72 Million
0.32% of portfolio
Cambridge Investment Research Advisors, Inc.

253K
Shares

$6.2 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

242K
Shares

$5.93 Million
0.01% of portfolio

View Full List

About FIRST TR EX-TR VIII CBOE VEST

Ticker YMAR

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