Holistic Planning, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Holistic Planning, LLC holds 10,712 shares of DJUL stock, worth $501,428. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,712
Previous 5,746
86.43%
Holding current value
$501,428
Previous $255 Million
95.96%
% of portfolio
0.13%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DJUL
# of Institutions
126Shares Held
5.01MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph686KShares$32.1 Million9.16% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI273KShares$12.8 Million2.6% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ267KShares$12.5 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$12.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL246KShares$11.5 Million0.0% of portfolio