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

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025
Number of Shares
54,325
Previous 52,601 3.28%
Holding current value
$1.86 Billion
Previous $1.84 Billion 1.24%
% of portfolio
0.63%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
N/A
1,724 Added 3.28%
54,325 $1.86 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
18,638 Added 54.88%
52,601 $1.84 Billion
Q3 2024

Nov 01, 2024
SELL
N/A
-812 Reduced 2.34%
33,963 $1.17 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
34,775 New
34,775 $1.1 Billion
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