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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
20,614
Previous 18,184 13.36%
Holding current value
$785 Million
Previous $667 Million 17.72%
% of portfolio
0.21%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
N/A
2,430 Added 13.36%
20,614 $785 Million
Q2 2025

Jul 28, 2025
BUY
N/A
1,950 Added 12.01%
18,184 $667 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-135 Reduced 0.82%
16,234 $561 Million
Q4 2024

Jan 24, 2025
BUY
N/A
3,105 Added 23.41%
16,369 $574 Million
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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