Holistic Planning, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

A detailed history of Holistic Planning, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Holistic Planning, LLC holds 5,840 shares of DMAY stock, worth $238,155. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,840

Holding current value

$238,155

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$37.43 - $39.97 $218,591 - $233,424	5,840 New	5,840 $233 Million

Others Institutions Holding DMAY

# of Institutions

Shares Held

2.99M

Call Options Held

Put Options Held

Ogorek Anthony Joseph

621K
Shares

$25.3 Million
8.51% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

304K
Shares

$12.4 Million
0.02% of portfolio
Kestra Advisory Services, LLC

217K
Shares

$8.86 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

202K
Shares

$8.25 Million
0.01% of portfolio
Precedent Wealth Partners, LLC Houston, TX

160K
Shares

$6.52 Million
2.11% of portfolio

View Full List

About FIRST TR EX-TR FD VIII CBOE VE

Ticker DMAY
Sector Technology

More about DMAY

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Holistic Planning, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History