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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
9,560
Previous 7,773 22.99%
Holding current value
$374 Million
Previous $282 Million 32.82%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jul 28, 2025
BUY
N/A
1,787 Added 22.99%
9,560 $374 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-290 Reduced 3.6%
7,773 $282 Million
Q3 2024

Nov 01, 2024
BUY
N/A
8,063 New
8,063 $292 Million
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