Holistic Planning, LLC First Tr Tactical High Yield L Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Holistic Planning, LLC holds 13,051 shares of HYLS stock, worth $544,096. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,051
Previous 13,105 0.41%
Holding current value
$544,096
Previous $538 Million 1.45%
% of portfolio
0.16%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$39.8 - $41.84 $2,149 - $2,259
-54 Reduced 0.41%
13,051 $546 Million
Q1 2025

Apr 23, 2025
BUY
$40.95 - $41.77 $536,649 - $547,395
13,105 New
13,105 $538 Million

Others Institutions Holding HYLS

# of Institutions
235
Shares Held
24.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR TACTICAL HIGH YIELD L

HYLS Quotes by TradingView
  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email