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

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025
Number of Shares
34,290
Previous 36,144 5.13%
Holding current value
$1.08 Billion
Previous $1.12 Billion 3.65%
% of portfolio
0.36%
Previous 0.4%

Shares

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