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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
20,490
Previous 34,290 40.24%
Holding current value
$658 Million
Previous $1.08 Billion 38.8%
% of portfolio
0.19%
Previous 0.36%

Shares

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

Jul 28, 2025
SELL
N/A
-13,800 Reduced 40.24%
20,490 $658 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-1,854 Reduced 5.13%
34,290 $1.08 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
36,144 New
36,144 $1.1 Billion
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