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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
15,801
Previous 14,301 10.49%
Holding current value
$585 Million
Previous $497 Million 17.64%
% of portfolio
0.17%
Previous 0.17%

Shares

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