Holistic Planning, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Holistic Planning, LLC holds 122,825 shares of DFEB stock, worth $5.74 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
122,825
Previous 127,730
3.84%
Holding current value
$5.74 Million
Previous $5.7 Billion
0.24%
% of portfolio
1.5%
Previous 1.63%
Shares
3 transactions
Others Institutions Holding DFEB
# of Institutions
152Shares Held
6.15MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$76.7 Million2.27% of portfolio
-
Commonwealth Equity Services, LLC256KShares$12 Million0.02% of portfolio
-
Precedent Wealth Partners, LLC Houston, TX220KShares$10.3 Million2.26% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL192KShares$8.97 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ191KShares$8.95 Million0.01% of portfolio