Holistic Planning, LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Holistic Planning, LLC holds 4,298 shares of FJUL stock, worth $235,745. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,298

Holding current value

$235,745

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 04, 2025	BUY	$51.7 - $54.73 $222,206 - $235,229	4,298 New	4,298 $235 Million

Others Institutions Holding FJUL

# of Institutions

164

Shares Held

7.62M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

720K
Shares

$39.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

588K
Shares

$32.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

465K
Shares

$25.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

405K
Shares

$22.2 Million
0.03% of portfolio
Ferguson Shapiro LLC

401K
Shares

$22 Million
11.02% of portfolio

View Full List

About FIRST TR EXCH TRD FD VIII FT C

Ticker FJUL
Sector Technology

More about FJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

Holistic Planning, LLC First Tr Exch Trd Fd Viii Ft C Transaction History