Holistic Planning, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
20,250
Previous 13,000 55.77%
Holding current value
$476 Million
Previous $270 Million 75.91%
% of portfolio
0.14%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
7,250 Added 55.77%
20,250 $476 Million
Q3 2024

Nov 01, 2024
BUY
N/A
13,000 New
13,000 $272 Million
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