Holistic Planning, LLC First Tr Enhanced Traded Fd Iv Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Holistic Planning, LLC holds 261,409 shares of FTSM stock, worth $15.6 Million. This represents 5.66% of its overall portfolio holdings.
Number of Shares
261,409
Previous 14,606
1689.74%
Holding current value
$15.6 Million
Previous $874 Million
1686.75%
% of portfolio
5.66%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding FTSM
# of Institutions
438Shares Held
85.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.3MShares$737 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.37MShares$501 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA7.63MShares$456 Million0.11% of portfolio
-
Ubs Group Ag3.43MShares$205 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.64MShares$158 Million0.01% of portfolio