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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Number of Shares
18,665
Previous 16,665 12.0%
Holding current value
$656 Million
Previous $552 Million 18.92%
% of portfolio
0.19%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
2,000 Added 12.0%
18,665 $656 Million
Q1 2025

Apr 23, 2025
BUY
N/A
980 Added 6.25%
16,665 $552 Million
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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