Holistic Planning, LLC Frst Tr Ex Trd Viii Cboe Vest Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

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 23,209 shares of XSEP stock, worth $0. This represents 0.25% of its overall portfolio holdings.

Number of Shares
23,209
Previous 25,234 8.02%
Holding current value
$0
Previous $1.02 Billion 5.79%
% of portfolio
0.25%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
N/A
-2,025 Reduced 8.02%
23,209 $965 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-600 Reduced 2.32%
25,234 $976 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-5,500 Reduced 17.55%
25,834 $1.01 Billion
Q3 2024

Nov 01, 2024
SELL
N/A
-1,084 Reduced 3.34%
31,334 $1.2 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
32,418 New
32,418 $1.16 Billion

Others Institutions Holding XSEP

# of Institutions
68
Shares Held
1.71M
Call Options Held
0
Put Options Held
0
View Full List

About FRST TR EX TRD VIII CBOE VEST

XSEP Quotes by TradingView
  • Ticker XSEP
More about XSEP
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