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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
19,651
Previous 15,801 24.37%
Holding current value
$759 Million
Previous $585 Million 29.79%
% of portfolio
0.2%
Previous 0.17%

Shares

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

Nov 04, 2025
BUY
N/A
3,850 Added 24.37%
19,651 $759 Million
Q2 2025

Jul 28, 2025
BUY
N/A
1,500 Added 10.49%
15,801 $585 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-1,435 Reduced 9.12%
14,301 $497 Million
Q3 2024

Nov 01, 2024
BUY
N/A
7,486 Added 90.74%
15,736 $547 Million
Q4 2023

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