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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Number of Shares
53,090
Previous 53,750 1.23%
Holding current value
$2.02 Billion
Previous $1.96 Billion 3.03%
% of portfolio
0.53%
Previous 0.56%

Shares

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

Nov 04, 2025
SELL
N/A
-660 Reduced 1.23%
53,090 $2.02 Billion
Q2 2025

Jul 28, 2025
SELL
N/A
-575 Reduced 1.06%
53,750 $1.96 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
1,724 Added 3.28%
54,325 $1.86 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
18,638 Added 54.88%
52,601 $1.84 Billion
Q3 2024

Nov 01, 2024
SELL
N/A
-812 Reduced 2.34%
33,963 $1.17 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
34,775 New
34,775 $1.1 Billion
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