Holistic Planning, LLC First Tr Ex Tr Viii Cboe Vest Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
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
18,194Holding current value
$692,645% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding DMAR
# of Institutions
91Shares Held
3.25MCall Options Held
0Put Options Held
0-
Oppenheimer & CO Inc New York, NY589KShares$22.4 Million0.34% of portfolio
-
Kestra Advisory Services, LLC201KShares$7.66 Million0.04% of portfolio
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Foguth Wealth Management, Llc. Brighton, MI151KShares$5.73 Million2.04% of portfolio
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Signal Advisors Wealth, LLC Detroit, MI148KShares$5.63 Million0.79% of portfolio
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Spectrum Asset Management, Inc.142KShares$5.4 Million2.24% of portfolio