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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
5,636
Holding current value
$201 Million
% of portfolio
0.06%

Shares

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

Jul 28, 2025
BUY
N/A
5,636 New
5,636 $201 Million
Q4 2023

Feb 14, 2024
BUY
N/A
7,266 New
7,266 $232 Million
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