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

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024
Number of Shares
34,775
Previous 34,775 -0.0%
Holding current value
$1.15 Billion
Previous $1.15 Billion -0.0%
% of portfolio
0.88%
Previous 0.87%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

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