Holistic Financial Partners First Tr Exchange Traded Fd Ii Transaction History

Holistic Financial Partners

  • $203 Million
  • Q1 2025

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 36,870 shares of MARB stock, worth $750,673. This represents 0.36% of its overall portfolio holdings.

Number of Shares
36,870
Previous 47,315 22.08%
Holding current value
$750,673
Previous $940,000 21.7%
% of portfolio
0.36%
Previous 0.48%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$19.75 - $20.03 $206,288 - $209,213
-10,445 Reduced 22.08%
36,870 $736,000
Q4 2024

Feb 04, 2025
SELL
$19.62 - $19.93 $116,130 - $117,965
-5,919 Reduced 11.12%
47,315 $940,000
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

# of Institutions
35
Shares Held
1.4M
Call Options Held
0
Put Options Held
713
View Full List

About FIRST TR EXCHANGE-TRADED FD II

MARB Quotes by TradingView
  • Ticker MARB
  • Sector ETFs
  • Industry ETFs
More about MARB
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