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

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Number of Shares
56,518
Previous 17,080 230.9%
Holding current value
$2.08 Billion
Previous $588 Million 252.98%
% of portfolio
0.88%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
N/A
39,438 Added 230.9%
56,518 $2.08 Billion
Q1 2024

May 01, 2024
BUY
N/A
17,080 New
17,080 $588 Million
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