Holistic Financial Partners First Tr ETF Iv Long Duration Transaction History
Holistic Financial Partners
- $197 Million
- Q4 2024
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
Others Institutions Holding LGOV
# of Institutions
125Shares Held
24.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.93MShares$61.6 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.37MShares$28.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.3MShares$27.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.09MShares$22.9 Million0.01% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.03MShares$21.7 Million0.25% of portfolio