Holistic Planning, LLC First Tr Ex Tr Viii Ft Cboe Ve Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in First Tr Ex Tr Viii Ft Cboe Ve stock. As of the latest transaction made, Holistic Planning, LLC holds 20,894 shares of QMAR stock, worth $631,834. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,894
Previous 20,894
-0.0%
Holding current value
$631,834
Previous $598 Million
3.94%
% of portfolio
0.23%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding QMAR
# of Institutions
96Shares Held
5.12MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC517KShares$15.6 Million5.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL408KShares$12.3 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL329KShares$9.96 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.298KShares$9 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL250KShares$7.56 Million0.02% of portfolio