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

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024
Number of Shares
13,264
Previous 12,250 8.28%
Holding current value
$459 Million
Previous $404 Million 13.41%
% of portfolio
0.19%
Previous 0.31%

Shares

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

Nov 01, 2024
BUY
N/A
1,014 Added 8.28%
13,264 $459 Million
Q4 2023

Feb 14, 2024
BUY
N/A
12,250 New
12,250 $387 Million
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