Holistic Planning, LLC First Tr ETF Fd Viii Cboe Vest Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 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 9,331 shares of QSPT stock, worth $290,567. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,331
Previous 8,181 14.06%
Holding current value
$290,567
Previous $242 Million 19.72%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 04, 2025
BUY
$29.46 - $31.08 $33,879 - $35,742
1,150 Added 14.06%
9,331 $290 Million
Q4 2024

Jan 24, 2025
BUY
$26.5 - $28.18 $216,796 - $230,540
8,181 New
8,181 $226 Million

Others Institutions Holding QSPT

# of Institutions
87
Shares Held
3.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF FD VIII CBOE VEST

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