Holistic Planning, LLC First Tr ETF Viii Cboe Vest Us Call Options Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FAUG
# of Institutions
163Shares Held
6.04MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc486KShares$22 Million0.01% of portfolio
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Cwm, LLC363KShares$16.5 Million0.07% of portfolio
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Cetera Investment Advisers Schaumburg, IL355KShares$16.1 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL346KShares$15.7 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL244KShares$11 Million0.02% of portfolio