Holistic Planning, LLC First Tr ETF Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in First Tr ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 31,951 shares of QJUN stock, worth $984,410. This represents 0.27% of its overall portfolio holdings.

Number of Shares
31,951
Previous 33,451 4.48%
Holding current value
$984,410
Previous $885 Million 6.78%
% of portfolio
0.27%
Previous 0.3%

Shares

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

Jul 28, 2025
SELL
$24.35 - $29.57 $36,525 - $44,355
-1,500 Reduced 4.48%
31,951 $945 Million
Q4 2024

Jan 24, 2025
BUY
$26.78 - $28.75 $329,929 - $354,200
12,320 Added 58.3%
33,451 $938 Million
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
116
Shares Held
10.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF

QJUN Quotes by TradingView
  • Ticker QJUN
More about QJUN
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