Holistic Planning, LLC First Tr Ex Tr Viii Ft Cboe Ve Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
A detailed history of Holistic Planning, LLC transactions in First Tr Ex Tr Viii Ft Cboe Ve stock. As of the latest transaction made, Holistic Planning, LLC holds 15,344 shares of QMAR stock, worth $490,547. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,344
Previous 16,699
8.11%
Holding current value
$490,547
Previous $472 Million
0.66%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding QMAR
# of Institutions
99Shares Held
5.27MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC573KShares$18.3 Million5.51% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL408KShares$13 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC350KShares$11.2 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL297KShares$9.48 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL244KShares$7.81 Million0.0% of portfolio