Holistic Planning, LLC First Ex Tr Fd Ft Cboe Vest Us Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in First Ex Tr Fd Ft Cboe Vest Us stock. As of the latest transaction made, Holistic Planning, LLC holds 5,763 shares of DAPR stock, worth $223,258. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,763
Previous 5,863 1.71%
Holding current value
$223,258
Previous $221 Million 0.72%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$37.65 - $38.64 $3,765 - $3,864
-100 Reduced 1.71%
5,763 $223 Million
Q2 2025

Jul 28, 2025
BUY
$33.92 - $37.71 $198,872 - $221,093
5,863 New
5,863 $221 Million

Others Institutions Holding DAPR

# of Institutions
91
Shares Held
3.18M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST EX TR FD FT CBOE VEST US

DAPR Quotes by TradingView
  • Ticker DAPR
More about DAPR
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC 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 Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email