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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
4,891
Previous 5,381 9.11%
Holding current value
$204 Million
Previous $215 Million 5.24%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 04, 2025
SELL
N/A
-490 Reduced 9.11%
4,891 $204 Million
Q1 2025

Apr 23, 2025
BUY
N/A
5,381 New
5,381 $203 Million
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