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

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024
Number of Shares
8,250
Previous 8,250 -0.0%
Holding current value
$272 Million
Previous $272 Million -0.0%
% of portfolio
0.21%
Previous 0.21%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
N/A
8,250 New
8,250 $260 Million
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