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

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024
Number of Shares
56,175
Previous 56,175 -0.0%
Holding current value
$1.88 Billion
Previous $1.88 Billion -0.0%
% of portfolio
1.44%
Previous 1.43%

Shares

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

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