Holistic Financial Partners FIRST TR EXCHNG TRADED FD VI Transaction History

Holistic Financial Partners

  • $222 Million
  • Q2 2025
Number of Shares
258,325
Previous 175,286 47.37%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
83,039 Added 47.37%
258,325 $0
Q1 2025

May 06, 2025
BUY
N/A
63,417 Added 56.69%
175,286 $0
Q4 2024

Feb 04, 2025
BUY
N/A
25,746 Added 29.89%
111,869 $0
Q3 2024

Nov 07, 2024
SELL
N/A
-57 Reduced 0.07%
86,123 $0
Q2 2024

Jul 30, 2024
BUY
N/A
12,611 Added 17.14%
86,180 $0
Q1 2024

May 08, 2024
BUY
N/A
73,569 New
73,569 $0
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