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 $586,173. This represents 0.24% of its overall portfolio holdings.
Number of Shares
21,131Holding current value
$586,173% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding QJUN
# of Institutions
107Shares Held
14.4MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL6.87MShares$191 Million0.63% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ971KShares$26.9 Million0.06% of portfolio
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Truist Financial Corp539KShares$14.9 Million0.02% of portfolio
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Steward Partners Investment Advisory, LLC390KShares$10.8 Million0.1% of portfolio
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Cetera Investment Advisers Schaumburg, IL351KShares$9.72 Million0.02% of portfolio