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 $899,162. This represents 0.34% of its overall portfolio holdings.

Number of Shares
33,451
Previous 21,131 58.3%
Holding current value
$899,162
Previous $571 Million 64.28%
% of portfolio
0.34%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$26.78 - $28.75 $329,929 - $354,200
12,320 Added 58.3%
33,451 $938 Million
Q3 2024

Nov 01, 2024
BUY
$24.85 - $27.22 $525,105 - $575,185
21,131 New
21,131 $571 Million

Others Institutions Holding QJUN

# of Institutions
120
Shares Held
7.55M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF

QJUN Quotes by TradingView
  • Ticker QJUN
More about QJUN
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