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 $234,359. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,840Holding current value
$234,359% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DMAY
# of Institutions
69Shares Held
3.4MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph637KShares$25.5 Million8.51% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL304KShares$12.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL266KShares$10.7 Million0.02% of portfolio
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Kestra Advisory Services, LLC221KShares$8.85 Million0.05% of portfolio
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Raymond James & Associates St Petersburg, FL202KShares$8.12 Million0.01% of portfolio