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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
8,354
Previous 6,854 21.89%
Holding current value
$326 Million
Previous $252 Million 29.24%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 28, 2025
BUY
N/A
1,500 Added 21.89%
8,354 $326 Million
Q1 2025

Apr 23, 2025
BUY
N/A
6,854 New
6,854 $252 Million
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