Holistic Financial Partners First Tr Exchange Trd Fd Ii Fi Transaction History
Holistic Financial Partners
- $203 Million
- Q1 2025
A detailed history of Holistic Financial Partners transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Holistic Financial Partners holds 9,577 shares of FGD stock, worth $251,108. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,577
Previous 9,577
-0.0%
Holding current value
$251,108
Previous $212,000
8.96%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FGD
# of Institutions
153Shares Held
13.7MCall Options Held
25.8KPut Options Held
0-
Wells Fargo & Company San Francisco, CA1.92MShares$50.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$49.5 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$31.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.02MShares$26.6 Million0.0% of portfolio
-
Ae Wealth Management LLC922KShares$24.2 Million0.21% of portfolio