Holistic Planning, LLC Frst Tr Ex Trd Viii Cboe Vest Call Options Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XSEP
# of Institutions
64Shares Held
2.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC274KShares$00.02% of portfolio
-
Great Valley Advisor Group, Inc.198KShares$00.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL196KShares$00.0% of portfolio
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Kestra Advisory Services, LLC195KShares$00.0% of portfolio
-
Envestnet Asset Management Inc171KShares$00.0% of portfolio