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 $4.99 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

235,344

Previous 252,236 6.7%

Holding current value

$4.99 Million

Previous $5.65 Million 13.2%

% of portfolio

2.48%

Previous 2.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

114

Shares Held

22.6M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF IV LONG DURATION

Ticker LGOV
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Holistic Financial Partners First Tr ETF Iv Long Duration Transaction History