Holistic Planning, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 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 75,681 shares of DFEB stock, worth $3.13 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
75,681Holding current value
$3.13 Million% of portfolio
1.08%Shares
1 transactions
Others Institutions Holding DFEB
# of Institutions
117Shares Held
5.43MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$67.8 Million2.27% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ291KShares$12 Million0.03% of portfolio
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Precedent Wealth Partners, LLC Houston, TX237KShares$9.78 Million2.77% of portfolio
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Raymond James Financial Inc St. Petersburg, FL196KShares$8.11 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL192KShares$7.92 Million0.01% of portfolio