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

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025
Number of Shares
8,010
Previous 6,339 26.36%
Holding current value
$258 Million
Previous $207 Million 24.31%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
N/A
1,671 Added 26.36%
8,010 $258 Million
Q3 2024

Nov 01, 2024
BUY
N/A
6,339 New
6,339 $204 Million
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