Holistic Financial Partners First Trust Nasdaq Technology Transaction History
Holistic Financial Partners
- $237 Million
- Q3 2025
A detailed history of Holistic Financial Partners transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Holistic Financial Partners holds 15,018 shares of TDIV stock, worth $1.44 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
15,018
Previous 15,159
0.93%
Holding current value
$1.44 Million
Previous $1.37 Million
8.35%
% of portfolio
0.63%
Previous 0.62%
Shares
4 transactions
Others Institutions Holding TDIV
# of Institutions
404Shares Held
25.1MCall Options Held
2.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.79MShares$268 Million0.09% of portfolio
-
Morgan Stanley New York, NY1.89MShares$181 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$143 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$131 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$130 Million0.04% of portfolio