Holistic Planning, LLC First Tr ETF Fd Viii Cboe Vest Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
A detailed history of Holistic Planning, LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 8,181 shares of QSPT stock, worth $248,538. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,181
Previous 8,181
-0.0%
Holding current value
$248,538
Previous $217 Million
11.6%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding QSPT
# of Institutions
81Shares Held
3.17MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC361KShares$11 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ310KShares$9.41 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL229KShares$6.97 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL150KShares$4.55 Million0.0% of portfolio
-
Stephens Inc102KShares$3.11 Million0.04% of portfolio