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

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Number of Shares
51,695
Previous 56,175 7.98%
Holding current value
$1.79 Billion
Previous $1.88 Billion 4.52%
% of portfolio
0.76%
Previous 1.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
N/A
-4,480 Reduced 7.98%
51,695 $1.79 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
56,175 New
56,175 $1.82 Billion
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