A detailed history of Holistic Planning, LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 18,194 shares of DMAR stock, worth $692,645. This represents 0.29% of its overall portfolio holdings.

Number of Shares
18,194
Holding current value
$692,645
% of portfolio
0.29%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$35.04 - $37.34 $637,517 - $679,363
18,194 New
18,194 $679 Million

Others Institutions Holding DMAR

About FIRST TR EX-TR VIII CBOE VEST


  • Ticker DMAR
More about DMAR
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.