Holistic Planning, LLC First Tr ETF Fd Viii Cboe Vest Transaction History

Holistic Planning, LLC

$276 Billion
Q4 2024

A detailed history of Holistic Planning, LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 8,181 shares of QSPT stock, worth $229,967. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,181

Holding current value

$229,967

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$26.5 - $28.18 $216,796 - $230,540	8,181 New	8,181 $226 Million

Others Institutions Holding QSPT

# of Institutions

Shares Held

2.47M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

252K
Shares

$7.07 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

247K
Shares

$6.95 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

205K
Shares

$5.75 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

150K
Shares

$4.21 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

125K
Shares

$3.5 Million
0.01% of portfolio

View Full List

About FIRST TR ETF FD VIII CBOE VEST

Ticker QSPT
Sector ETFs
Industry ETFs

More about QSPT

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Holistic Planning, LLC First Tr ETF Fd Viii Cboe Vest Transaction History