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

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Number of Shares
15,685
Holding current value
$529 Million
% of portfolio
0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
N/A
15,685 New
15,685 $529 Million
Q1 2024

May 01, 2024
BUY
N/A
6,450 New
6,450 $204 Million
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