Holistic Planning, LLC First Tr Ex Tr Viii Ft Cboe Ve Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

A detailed history of Holistic Planning, LLC transactions in First Tr Ex Tr Viii Ft Cboe Ve stock. As of the latest transaction made, Holistic Planning, LLC holds 20,894 shares of QMAR stock, worth $624,312. This represents 0.25% of its overall portfolio holdings.

Number of Shares

20,894

Holding current value

$624,312

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$26.36 - $28.69 $550,765 - $599,448	20,894 New	20,894 $598 Million

Others Institutions Holding QMAR

# of Institutions

Shares Held

5.31M

Call Options Held

Put Options Held

Outlook Wealth Advisors, LLC

523K
Shares

$15.6 Million
5.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

408K
Shares

$12.2 Million
0.02% of portfolio
Truist Financial Corp

399K
Shares

$11.9 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

313K
Shares

$9.35 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

273K
Shares

$8.16 Million
0.01% of portfolio

View Full List

About FIRST TR EX-TR VIII FT CBOE VE

Ticker QMAR

More about QMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

Holistic Planning, LLC First Tr Ex Tr Viii Ft Cboe Ve Transaction History