Holistic Planning, LLC First Tr Ex Tr Viii Cboe Vest Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 18,194 shares of DMAR stock, worth $707,928. This represents 0.25% of its overall portfolio holdings.
Number of Shares
18,194
Previous 18,194
-0.0%
Holding current value
$707,928
Previous $679 Million
2.22%
% of portfolio
0.25%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding DMAR
# of Institutions
92Shares Held
2.39MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC205KShares$7.97 Million0.05% of portfolio
-
Spectrum Asset Management, Inc.139KShares$5.43 Million2.41% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI139KShares$5.39 Million0.6% of portfolio
-
Truadvice, LLC Sarasota, FL121KShares$4.71 Million1.7% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI114KShares$4.43 Million1.16% of portfolio