Holistic Planning, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Holistic Planning, LLC holds 16,335 shares of BUFR stock, worth $464,567. This represents 0.18% of its overall portfolio holdings.

Number of Shares
16,335
Previous 10,346 57.89%
Holding current value
$464,567
Previous $309 Million 60.95%
% of portfolio
0.18%
Previous 0.13%

Shares

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

Jan 24, 2025
BUY
$29.73 - $30.81 $178,052 - $184,521
5,989 Added 57.89%
16,335 $498 Million
Q3 2024

Nov 01, 2024
BUY
$28.1 - $29.89 $290,722 - $309,241
10,346 New
10,346 $309 Million

Others Institutions Holding BUFR

# of Institutions
432
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TD VIII FT CBOE VE

BUFR Quotes by TradingView
  • Ticker BUFR
  • Sector ETFs
  • Industry ETFs
More about BUFR
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email