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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
6,701
Previous 5,752 16.5%
Holding current value
$257 Million
Previous $211 Million 21.41%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 28, 2025
BUY
N/A
949 Added 16.5%
6,701 $257 Million
Q3 2024

Nov 01, 2024
BUY
N/A
5,752 New
5,752 $204 Million
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