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

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025
Number of Shares
7,773
Previous 8,063 3.6%
Holding current value
$282 Million
Previous $297 Million 5.26%
% of portfolio
0.1%
Previous 0.11%

Shares

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