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

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Number of Shares
14,381
Previous 14,381 -0.0%
Holding current value
$527 Million
Previous $518 Million 1.76%
% of portfolio
0.19%
Previous 0.22%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
N/A
14,381 New
14,381 $518 Million
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