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

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

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 13,432 shares of QMAR stock, worth $434,256. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,432
Previous 15,344 12.46%
Holding current value
$434,256
Previous $476 Million 9.1%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Nov 04, 2025
SELL
$30.87 - $32.18 $59,023 - $61,528
-1,912 Reduced 12.46%
13,432 $432 Million
Q2 2025

Jul 28, 2025
SELL
$25.96 - $30.99 $35,175 - $41,991
-1,355 Reduced 8.11%
15,344 $476 Million
Q1 2025

Apr 23, 2025
SELL
$27.95 - $30.87 $117,250 - $129,499
-4,195 Reduced 20.08%
16,699 $472 Million
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
99
Shares Held
4.73M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TR VIII FT CBOE VE

QMAR Quotes by TradingView
  • Ticker QMAR
More about QMAR
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email