Holistic Financial Partners First Tr Exchange Traded Fd Ii Transaction History
Holistic Financial Partners
- $205 Million
- Q3 2024
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 $1.05 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
53,234
Previous 52,177
2.03%
Holding current value
$1.05 Million
Previous $1.02 Million
3.03%
% of portfolio
0.51%
Previous 0.54%
Shares
10 transactions
Others Institutions Holding MARB
# of Institutions
41Shares Held
1.16MCall Options Held
0Put Options Held
0-
Owen La Rue, LLC Elizabethtown, KY250KShares$4.91 Million2.97% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA75.5KShares$1.49 Million0.01% of portfolio
-
Midwest Financial Group LLC Overland Park, KS65.7KShares$1.29 Million0.76% of portfolio
-
Bcgm Wealth Management, LLC57.7KShares$1.14 Million0.4% of portfolio
-
Stratos Wealth Advisors, LLC51.2KShares$1.01 Million0.05% of portfolio