Holistic Financial Partners First Tr ETF Iv Long Duration Transaction History
Holistic Financial Partners
- $262 Million
- Q4 2025
A detailed history of Holistic Financial Partners transactions in First Tr ETF Iv Long Duration stock. As of the latest transaction made, Holistic Financial Partners holds 152,141 shares of LGOV stock, worth $3.33 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
152,141
Previous 145,272
4.73%
Holding current value
$3.33 Million
Previous $3.16 Million
5.35%
% of portfolio
1.27%
Previous 1.34%
Shares
10 transactions
Others Institutions Holding LGOV
# of Institutions
138Shares Held
26.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.49MShares$76.3 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$39.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.68MShares$36.7 Million0.01% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA1.45MShares$31.8 Million24.74% of portfolio
-
Morgan Stanley New York, NY1.17MShares$25.6 Million0.0% of portfolio