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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
17,632
Previous 17,495 0.78%
Holding current value
$619 Million
Previous $574 Million 7.72%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Jul 28, 2025
BUY
N/A
137 Added 0.78%
17,632 $619 Million
Q3 2024

Nov 01, 2024
BUY
N/A
17,495 New
17,495 $557 Million
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