Holistic Planning, LLC First Tr Tactical High Yield L Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Holistic Planning, LLC holds 12,467 shares of HYLS stock, worth $520,123. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,467
Previous 13,051 4.47%
Holding current value
$520,123
Previous $546 Million 3.93%
% of portfolio
0.14%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$41.62 - $42.32 $24,306 - $24,714
-584 Reduced 4.47%
12,467 $524 Million
Q2 2025

Jul 28, 2025
SELL
$39.8 - $41.84 $2,149 - $2,259
-54 Reduced 0.41%
13,051 $546 Million
Q1 2025

Apr 23, 2025
BUY
$40.95 - $41.77 $536,649 - $547,395
13,105 New
13,105 $538 Million

Others Institutions Holding HYLS

# of Institutions
234
Shares Held
25.5M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR TACTICAL HIGH YIELD L

HYLS Quotes by TradingView
  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
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