Holistic Planning, LLC First Tr ETF Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in First Tr ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 33,451 shares of QJUN stock, worth $896,152. This represents 0.34% of its overall portfolio holdings.
Number of Shares
33,451
Previous 21,131
58.3%
Holding current value
$896,152
Previous $571 Million
64.28%
% of portfolio
0.34%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding QJUN
# of Institutions
120Shares Held
7.55MCall Options Held
0Put Options Held
0-
Truist Financial Corp461KShares$12.3 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ459KShares$12.3 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC373KShares$9.99 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL334KShares$8.94 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC307KShares$8.21 Million0.01% of portfolio