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

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Number of Shares
15,736
Previous 8,250 90.74%
Holding current value
$547 Million
Previous $272 Million 101.24%
% of portfolio
0.23%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
N/A
7,486 Added 90.74%
15,736 $547 Million
Q4 2023

Feb 14, 2024
BUY
N/A
8,250 New
8,250 $260 Million
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