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

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025
Number of Shares
16,665
Previous 15,685 6.25%
Holding current value
$552 Million
Previous $529 Million 4.31%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email