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%