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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
12,903
Previous 10,503 22.85%
Holding current value
$294 Million
Previous $232 Million 26.85%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
2,400 Added 22.85%
12,903 $294 Million
Q3 2024

Nov 01, 2024
BUY
N/A
10,503 New
10,503 $227 Million
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