Holistic Planning, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding DAUG
# of Institutions
108Shares Held
3.49MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC425KShares$00.02% of portfolio
-
Minich Mac Gregor Wealth Management, LLC201KShares$00.0% of portfolio
-
Hartford Financial Management Inc.156KShares$00.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ149KShares$00.0% of portfolio
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Cwm, LLC136KShares$00.02% of portfolio