Holistic Planning, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 6,743 shares of FJUN stock, worth $348,613. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,743Holding current value
$348,613% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding FJUN
# of Institutions
137Shares Held
5.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc373KShares$19.3 Million0.01% of portfolio
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Commonwealth Equity Services, LLC329KShares$17 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL314KShares$16.2 Million0.04% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ271KShares$14 Million0.03% of portfolio
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Mc Carthy & Cox Marysville, OH242KShares$12.5 Million4.69% of portfolio