Holistic Financial Partners First Tr ETF Iv Long Duration Transaction History
Holistic Financial Partners
- $222 Million
- Q2 2025
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 151,759 shares of LGOV stock, worth $3.27 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
151,759
Previous 214,987
29.41%
Holding current value
$3.27 Million
Previous $4.62 Million
29.68%
% of portfolio
1.47%
Previous 2.28%
Shares
8 transactions
Others Institutions Holding LGOV
# of Institutions
136Shares Held
25.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.71MShares$58.3 Million0.02% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA1.58MShares$34 Million29.44% of portfolio
-
Morgan Stanley New York, NY1.45MShares$31.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.25MShares$26.9 Million0.01% of portfolio
-
Financial Enhancement Group LLC Anderson, IN1.16MShares$25 Million4.1% of portfolio