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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
12,121
Previous 11,461 5.76%
Holding current value
$471 Million
Previous $431 Million 9.36%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 04, 2025
BUY
N/A
660 Added 5.76%
12,121 $471 Million
Q2 2025

Jul 28, 2025
BUY
N/A
2,036 Added 21.6%
11,461 $431 Million
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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