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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
54,496
Previous 57,056 4.49%
Holding current value
$2.12 Billion
Previous $2.12 Billion 0.01%
% of portfolio
0.61%
Previous 0.72%

Shares

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

Jul 28, 2025
SELL
N/A
-2,560 Reduced 4.49%
54,496 $2.12 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
538 Added 0.95%
57,056 $2.12 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
39,438 Added 230.9%
56,518 $2.08 Billion
Q1 2024

May 01, 2024
BUY
N/A
17,080 New
17,080 $588 Million
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email