Holistic Planning, LLC First Tr Ex Tr Viii Ft Cboe Ve Call Options Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding QMAR

# of Institutions

86

Shares Held

5.28M

Call Options Held

0

Put Options Held

0

Outlook Wealth Advisors, LLC

523K
Shares

$15.4 Million
5.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

408K
Shares

$12 Million
0.02% of portfolio
Truist Financial Corp

399K
Shares

$11.7 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

313K
Shares

$9.22 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

273K
Shares

$8.05 Million
0.01% of portfolio

About FIRST TR EX-TR VIII FT CBOE VE

Ticker QMAR

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