Holistic Planning, LLC First Ex Tr Fd Ft Cboe Vest Us Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in First Ex Tr Fd Ft Cboe Vest Us stock. As of the latest transaction made, Holistic Planning, LLC holds 5,763 shares of DAPR stock, worth $223,777. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,763
Previous 5,863
1.71%
Holding current value
$223,777
Previous $221 Million
0.72%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DAPR
# of Institutions
93Shares Held
3.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc259KShares$10.1 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL234KShares$9.07 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC195KShares$7.56 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC184KShares$7.14 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL162KShares$6.3 Million0.01% of portfolio