Holistic Planning, LLC First Tr ETF Viii Cboe Vest Us Call Options Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FAUG

# of Institutions

160

Shares Held

5.51M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

486K
Shares

$23.8 Million
0.01% of portfolio
Cwm, LLC

363K
Shares

$17.8 Million
0.07% of portfolio
Cetera Investment Advisers Schaumburg, IL

355K
Shares

$17.4 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

289K
Shares

$14.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

244K
Shares

$12 Million
0.02% of portfolio

About FIRST TR ETF VIII CBOE VEST US

Ticker FAUG
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