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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
17,124
Previous 17,632 2.88%
Holding current value
$613 Million
Previous $619 Million 0.86%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Nov 04, 2025
SELL
N/A
-508 Reduced 2.88%
17,124 $613 Million
Q2 2025

Jul 28, 2025
BUY
N/A
137 Added 0.78%
17,632 $619 Million
Q3 2024

Nov 01, 2024
BUY
N/A
17,495 New
17,495 $557 Million
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