Holistic Planning, LLC First Exc Trd Viii Cboe Vest U Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Holistic Planning, LLC holds 8,315 shares of DJAN stock, worth $352,888. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,315
Previous 8,315
-0.0%
Holding current value
$352,888
Previous $335 Million
4.48%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding DJAN
# of Institutions
115Shares Held
4.92MCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL736KShares$31.2 Million1.91% of portfolio
-
Brookstone Capital Management366KShares$15.5 Million0.21% of portfolio
-
Cwm, LLC270KShares$11.5 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ254KShares$10.8 Million0.02% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX232KShares$9.86 Million1.17% of portfolio