Holistic Planning, LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 7,803 shares of FJUN stock, worth $437,358. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,803
Previous 7,262 7.45%
Holding current value
$437,358
Previous $390 Million 12.01%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$53.62 - $55.95 $29,008 - $30,268
541 Added 7.45%
7,803 $437 Million
Q2 2025

Jul 28, 2025
BUY
$46.04 - $53.67 $23,894 - $27,854
519 Added 7.7%
7,262 $390 Million
Q3 2024

Nov 01, 2024
BUY
$46.67 - $50.52 $314,695 - $340,656
6,743 New
6,743 $341 Million

Others Institutions Holding FJUN

# of Institutions
143
Shares Held
5.75M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TRD VIII CBOE VEST

FJUN Quotes by TradingView
  • Ticker FJUN
  • Sector Technology
More about FJUN
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