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

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Number of Shares
51,465
Previous 51,695 0.44%
Holding current value
$1.8 Billion
Previous $1.79 Billion 0.43%
% of portfolio
0.65%
Previous 0.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
N/A
-230 Reduced 0.44%
51,465 $1.8 Billion
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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