Holistic Financial Partners First Tr Exchange Traded Fd Ii Transaction History
Holistic Financial Partners
- $188 Million
- Q2 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 52,177 shares of MARB stock, worth $1.03 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
52,177
Previous 56,359
7.42%
Holding current value
$1.03 Million
Previous $1.12 Million
8.34%
% of portfolio
0.54%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding MARB
# of Institutions
43Shares Held
1.1MCall Options Held
0Put Options Held
0-
Owen La Rue, LLC Elizabethtown, KY256KShares$5.08 Million3.4% of portfolio
-
Midwest Financial Group LLC Overland Park, KS64.9KShares$1.29 Million0.81% of portfolio
-
Bcgm Wealth Management, LLC55.7KShares$1.1 Million0.4% of portfolio
-
Stratos Wealth Advisors, LLC53.2KShares$1.05 Million0.05% of portfolio
-
Wolverine Trading, LLC Chicago, IL45.8KShares$908,1720.0% of portfolio