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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
18,460
Previous 20,490 9.91%
Holding current value
$602 Million
Previous $658 Million 8.56%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Nov 04, 2025
SELL
N/A
-2,030 Reduced 9.91%
18,460 $602 Million
Q2 2025

Jul 28, 2025
SELL
N/A
-13,800 Reduced 40.24%
20,490 $658 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-1,854 Reduced 5.13%
34,290 $1.08 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
36,144 New
36,144 $1.1 Billion
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