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

Holistic Planning, LLC

$295 Billion
Q1 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 18,999 shares of FAUG stock, worth $839,755. This represents 0.29% of its overall portfolio holdings.

Number of Shares

18,999

Holding current value

$839,755

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$44.96 - $47.9 $854,195 - $910,052	18,999 New	18,999 $864 Million

Others Institutions Holding FAUG

# of Institutions

167

Shares Held

6.03M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

437K
Shares

$19.3 Million
0.01% of portfolio
Cwm, LLC

374K
Shares

$16.6 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

346K
Shares

$15.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

311K
Shares

$13.8 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

244K
Shares

$10.8 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VIII CBOE VEST US

Ticker FAUG
Sector ETFs
Industry ETFs

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