Holistic Planning, LLC First Tr Ex Tr Viii Ft Cboe Ve Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 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 16,699 shares of QMAR stock, worth $515,498. This represents 0.16% of its overall portfolio holdings.
Number of Shares
16,699
Previous 20,894
20.08%
Holding current value
$515,498
Previous $622 Million
24.03%
% of portfolio
0.16%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding QMAR
# of Institutions
91Shares Held
5.19MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC560KShares$17.3 Million5.33% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL408KShares$12.6 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL326KShares$10.1 Million0.02% of portfolio
-
Cambridge Investment Research Advisors, Inc.265KShares$8.19 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL243KShares$7.49 Million0.0% of portfolio