Holistic Planning, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
20,045
Previous 20,250 1.01%
Holding current value
$491 Million
Previous $476 Million 3.2%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 04, 2025
SELL
N/A
-205 Reduced 1.01%
20,045 $491 Million
Q2 2025

Jul 28, 2025
BUY
N/A
7,250 Added 55.77%
20,250 $476 Million
Q3 2024

Nov 01, 2024
BUY
N/A
13,000 New
13,000 $272 Million
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