Holistic Planning, LLC First Tr ETF Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

A detailed history of Holistic Planning, LLC transactions in First Tr ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 21,131 shares of QJUN stock, worth $600,120. This represents 0.24% of its overall portfolio holdings.

Number of Shares

21,131

Holding current value

$600,120

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$24.85 - $27.22 $525,105 - $575,185	21,131 New	21,131 $571 Million

Others Institutions Holding QJUN

# of Institutions

109

Shares Held

14.7M

Call Options Held

Put Options Held

International Assets Investment Management, LLC Orlando, FL

6.87M
Shares

$195 Million
0.63% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

971K
Shares

$27.6 Million
0.06% of portfolio
Truist Financial Corp

539K
Shares

$15.3 Million
0.02% of portfolio
Steward Partners Investment Advisory, LLC

390K
Shares

$11.1 Million
0.1% of portfolio
Cetera Investment Advisers Schaumburg, IL

351K
Shares

$9.95 Million
0.02% of portfolio

View Full List

About FIRST TR ETF

Ticker QJUN

More about QJUN

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