A detailed history of Holistic Financial Partners transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Holistic Financial Partners holds 53,234 shares of MARB stock, worth $1.06 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
53,234
Previous 52,177 2.03%
Holding current value
$1.06 Million
Previous $1.02 Million 3.03%
% of portfolio
0.51%
Previous 0.54%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$19.66 - $20.13 $20,780 - $21,277
1,057 Added 2.03%
53,234 $1.05 Million
Q2 2024

Jul 30, 2024

SELL
$19.48 - $19.83 $81,465 - $82,929
-4,182 Reduced 7.42%
52,177 $1.02 Million
Q1 2024

May 08, 2024

BUY
$19.67 - $20.14 $12,038 - $12,325
612 Added 1.1%
56,359 $1.12 Million
Q4 2023

Feb 12, 2024

BUY
$19.98 - $20.37 $10,989 - $11,203
550 Added 1.0%
55,747 $1.12 Million
Q3 2023

Nov 08, 2023

BUY
$19.86 - $20.43 $220,009 - $226,323
11,078 Added 25.11%
55,197 $1.11 Million
Q2 2023

Aug 09, 2023

BUY
$19.6 - $20.27 $77,655 - $80,309
3,962 Added 9.87%
44,119 $882,000
Q1 2023

May 04, 2023

BUY
$19.78 - $20.3 $157,171 - $161,303
7,946 Added 24.67%
40,157 $807,000
Q4 2022

Feb 07, 2023

SELL
$20.03 - $20.5 $5,047 - $5,166
-252 Reduced 0.78%
32,211 $649,000
Q3 2022

Nov 09, 2022

SELL
$19.88 - $20.29 $12,822 - $13,087
-645 Reduced 1.95%
32,463 $652,000
Q2 2022

Aug 02, 2022

BUY
$19.45 - $20.09 $643,950 - $665,139
33,108 New
33,108 $657,000

Others Institutions Holding MARB

About FIRST TR EXCHANGE-TRADED FD II


  • Ticker MARB
  • Sector ETFs
  • Industry ETFs
More about MARB
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.