Holistic Planning, LLC First Tr ETF Viii Ft Cboe Vest Transaction History

Holistic Planning, LLC

$276 Billion
Q4 2024

A detailed history of Holistic Planning, LLC transactions in First Tr ETF Viii Ft Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 14,429 shares of DNOV stock, worth $617,128. This represents 0.22% of its overall portfolio holdings.

Number of Shares

14,429

Holding current value

$617,128

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$42.25 - $43.54 $609,625 - $628,238	14,429 New	14,429 $619 Million

Others Institutions Holding DNOV

# of Institutions

116

Shares Held

4.17M

Call Options Held

Put Options Held

Oppenheimer & CO Inc New York, NY

493K
Shares

$21.1 Million
0.32% of portfolio
American Portfolios Advisors Holbrook, NY

302K
Shares

$12.9 Million
0.42% of portfolio
Commonwealth Equity Services, LLC

275K
Shares

$11.7 Million
0.02% of portfolio
Ogorek Anthony Joseph

175K
Shares

$7.48 Million
2.38% of portfolio
Armis Advisers, LLC Atlanta, GA

155K
Shares

$6.61 Million
0.81% of portfolio

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About FIRST TR ETF VIII FT CBOE VEST

Ticker DNOV
Sector ETFs
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Holistic Planning, LLC First Tr ETF Viii Ft Cboe Vest Transaction History