Holistic Planning, LLC First Tr Ex Tr Viii Ft Cboe Ve Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in First Tr Ex Tr Viii Ft Cboe Ve stock. As of the latest transaction made, Holistic Planning, LLC holds 20,894 shares of QMAR stock, worth $615,328. This represents 0.25% of its overall portfolio holdings.
Number of Shares
20,894Holding current value
$615,328% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding QMAR
# of Institutions
86Shares Held
5.28MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC523KShares$15.4 Million5.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL408KShares$12 Million0.02% of portfolio
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Truist Financial Corp399KShares$11.7 Million0.02% of portfolio
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Cambridge Investment Research Advisors, Inc.313KShares$9.22 Million0.03% of portfolio
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Commonwealth Equity Services, LLC273KShares$8.05 Million0.01% of portfolio