Holistic Planning, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Holistic Planning, LLC holds 15,022 shares of FAUG stock, worth $780,993. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,022
Previous 14,398
4.33%
Holding current value
$780,993
Previous $706 Million
10.46%
% of portfolio
0.2%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding FAUG
# of Institutions
183Shares Held
7.05MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc575KShares$29.9 Million0.01% of portfolio
-
Stenger Family Office, LLC Naperville, IL422KShares$22 Million3.42% of portfolio
-
Cetera Investment Advisers Schaumburg, IL413KShares$21.5 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL333KShares$17.3 Million0.01% of portfolio
-
Cwm, LLC325KShares$16.9 Million0.05% of portfolio