Holistic Planning, LLC Msci Eafe Value ETF Call Options Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding EFV
# of Institutions
1,183Shares Held
358MCall Options Held
1.3MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.68 Billion1.37% of portfolio
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Lpl Financial LLC Fort Mill, SC22.7MShares$1.52 Billion0.51% of portfolio
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Us Bancorp \De\13.6MShares$908 Million1.1% of portfolio
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Jpmorgan Chase & CO New York, NY12.3MShares$821 Million0.06% of portfolio
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Morgan Stanley New York, NY12MShares$800 Million0.05% of portfolio