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