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

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Number of Shares
33,963
Previous 34,775 2.34%
Holding current value
$1.17 Billion
Previous $1.15 Billion 2.16%
% of portfolio
0.5%
Previous 0.88%

Shares

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

Nov 01, 2024
SELL
N/A
-812 Reduced 2.34%
33,963 $1.17 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
34,775 New
34,775 $1.1 Billion
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