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

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024
Number of Shares
16,369
Previous 13,264 23.41%
Holding current value
$574 Million
Previous $459 Million 25.05%
% of portfolio
0.21%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
N/A
3,105 Added 23.41%
16,369 $574 Million
Q3 2024

Nov 01, 2024
BUY
N/A
1,014 Added 8.28%
13,264 $459 Million
Q4 2023

Feb 14, 2024
BUY
N/A
12,250 New
12,250 $387 Million
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