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

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025
Number of Shares
14,095
Previous 14,381 1.99%
Holding current value
$507 Million
Previous $527 Million 3.9%
% of portfolio
0.17%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
N/A
-286 Reduced 1.99%
14,095 $507 Million
Q3 2024

Nov 01, 2024
BUY
N/A
14,381 New
14,381 $518 Million
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