Holistic Planning, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Number of Shares
13,000
Holding current value
$272 Million
% of portfolio
0.12%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
N/A
13,000 New
13,000 $272 Million
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