Holistic Planning, LLC First Tr Enhanced Traded Fd Iv Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Holistic Planning, LLC holds 261,409 shares of FTSM stock, worth $15.7 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares
261,409
Previous 14,606 1689.74%
Holding current value
$15.7 Million
Previous $874 Million 1686.75%
% of portfolio
5.66%
Previous 0.37%

Shares

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

Jan 24, 2025
BUY
$59.74 - $60.03 $14.7 Million - $14.8 Million
246,803 Added 1689.74%
261,409 $15.6 Billion
Q3 2024

Nov 01, 2024
BUY
$59.61 - $60.15 $870,663 - $878,550
14,606 New
14,606 $874 Million

Others Institutions Holding FTSM

# of Institutions
463
Shares Held
85.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

FTSM Quotes by TradingView
  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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