Holistic Planning, LLC First Tr Ex Tr Viii Cboe Vest Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
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 38,126 shares of DMAR stock, worth $1.56 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
38,126
Previous 38,126
-0.0%
Holding current value
$1.56 Million
Previous $1.51 Billion
3.03%
% of portfolio
0.41%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DMAR
# of Institutions
109Shares Held
2.98MCall Options Held
0Put Options Held
0-
Spectrum Asset Management, Inc.239KShares$9.78 Million3.66% of portfolio
-
Kestra Advisory Services, LLC208KShares$8.52 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC190KShares$7.78 Million0.01% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID179KShares$7.34 Million2.15% of portfolio
-
Truadvice, LLC Sarasota, FL121KShares$4.96 Million1.7% of portfolio