A detailed history of Holistic Financial Partners transactions in First Tr ETF Iv Long Duration stock. As of the latest transaction made, Holistic Financial Partners holds 235,344 shares of LGOV stock, worth $4.95 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
235,344
Previous 252,236 6.7%
Holding current value
$4.95 Million
Previous $5.65 Million 13.2%
% of portfolio
2.48%
Previous 2.75%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

SELL
$20.75 - $22.49 $350,509 - $379,901
-16,892 Reduced 6.7%
235,344 $4.9 Million
Q3 2024

Nov 07, 2024

BUY
$20.77 - $22.83 $156,792 - $172,343
7,549 Added 3.09%
252,236 $5.65 Million
Q2 2024

Jul 30, 2024

SELL
$20.17 - $21.44 $22,973 - $24,420
-1,139 Reduced 0.46%
244,687 $5.15 Million
Q1 2024

May 08, 2024

BUY
$21.06 - $22.13 $61,010 - $64,110
2,897 Added 1.19%
245,826 $5.26 Million
Q4 2023

Feb 12, 2024

SELL
$19.38 - $22.33 $193,625 - $223,099
-9,991 Reduced 3.95%
242,929 $5.38 Million
Q3 2023

Nov 08, 2023

BUY
$20.28 - $22.33 $5.13 Million - $5.65 Million
252,920 New
252,920 $5.13 Million

Others Institutions Holding LGOV

About FIRST TR ETF IV LONG DURATION


  • Ticker LGOV
  • Sector ETFs
  • Industry ETFs
More about LGOV
Track This Portfolio

Track Holistic Financial Partners Portfolio

Follow Holistic Financial Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.