Holistic Planning, LLC Frst Tr Ex Trd Viii Cboe Vest Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 32,418 shares of XSEP stock, worth $0. This represents 0.92% of its overall portfolio holdings.
Number of Shares
32,418
Previous 32,418
-0.0%
Holding current value
$0
Previous $1.2 Billion
-0.0%
% of portfolio
0.92%
Previous 0.92%
Shares
1 transactions
Others Institutions Holding XSEP
# of Institutions
51Shares Held
2.09MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC545KShares$00.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ286KShares$00.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL176KShares$00.0% of portfolio
-
Envestnet Asset Management Inc143KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC102KShares$00.0% of portfolio