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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
16,879
Previous 14,095 19.75%
Holding current value
$685 Million
Previous $545 Million 25.54%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Nov 04, 2025
BUY
N/A
2,784 Added 19.75%
16,879 $685 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-286 Reduced 1.99%
14,095 $507 Million
Q3 2024

Nov 01, 2024
BUY
N/A
14,381 New
14,381 $518 Million
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