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

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Number of Shares
15,736
Previous 15,736 -0.0%
Holding current value
$555 Million
Previous $547 Million 1.46%
% of portfolio
0.2%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
N/A
7,486 Added 90.74%
15,736 $547 Million
Q4 2023

Feb 14, 2024
BUY
N/A
8,250 New
8,250 $260 Million
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