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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
47,115
Previous 48,965 3.78%
Holding current value
$1.72 Billion
Previous $1.68 Billion 2.46%
% of portfolio
0.49%
Previous 0.57%

Shares

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

Jul 28, 2025
SELL
N/A
-1,850 Reduced 3.78%
47,115 $1.72 Billion
Q1 2025

Apr 23, 2025
SELL
N/A
-2,500 Reduced 4.86%
48,965 $1.68 Billion
Q4 2024

Jan 24, 2025
SELL
N/A
-230 Reduced 0.44%
51,465 $1.8 Billion
Q3 2024

Nov 01, 2024
SELL
N/A
-4,480 Reduced 7.98%
51,695 $1.79 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
56,175 New
56,175 $1.82 Billion
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