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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
50,618
Previous 54,496 7.12%
Holding current value
$2.03 Billion
Previous $2.12 Billion 4.37%
% of portfolio
0.53%
Previous 0.61%

Shares

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

Nov 04, 2025
SELL
N/A
-3,878 Reduced 7.12%
50,618 $2.03 Billion
Q2 2025

Jul 28, 2025
SELL
N/A
-2,560 Reduced 4.49%
54,496 $2.12 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
538 Added 0.95%
57,056 $2.12 Billion
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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