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

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025
Number of Shares
9,425
Previous 9,718 3.02%
Holding current value
$331 Million
Previous $350 Million 5.25%
% of portfolio
0.11%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
N/A
-293 Reduced 3.02%
9,425 $331 Million
Q3 2024

Nov 01, 2024
BUY
N/A
9,718 New
9,718 $344 Million
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