Holistic Planning, LLC First Tr Ex Tr Viii Cboe Vest Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 17,505 shares of YMAR stock, worth $464,057. This represents 0.12% of its overall portfolio holdings.

Number of Shares
17,505
Previous 19,503 10.24%
Holding current value
$464,057
Previous $498 Million 7.62%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Nov 04, 2025
SELL
$25.23 - $26.26 $50,409 - $52,467
-1,998 Reduced 10.24%
17,505 $460 Million
Q2 2025

Jul 28, 2025
SELL
$22.43 - $25.58 $21,510 - $24,531
-959 Reduced 4.69%
19,503 $498 Million
Q1 2025

Apr 23, 2025
BUY
$22.77 - $24.61 $465,919 - $503,569
20,462 New
20,462 $490 Million

Others Institutions Holding YMAR

# of Institutions
74
Shares Held
3.37M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TR VIII CBOE VEST

YMAR Quotes by TradingView
  • Ticker YMAR
More about YMAR
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