Holistic Financial Partners First Tr ETF Ii Dow Jones Transaction History
Holistic Financial Partners
- $205 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FDNI
# of Institutions
25Shares Held
898KCall Options Held
0Put Options Held
0-
New Edge Advisors, LLC New Orleans, LA247KShares$6.9 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL201KShares$5.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC89.1KShares$2.48 Million0.0% of portfolio
-
Smart Portfolios, LLC Seattle, WA68.5KShares$1.91 Million2.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ59.8KShares$1.67 Million0.0% of portfolio