Holistic Planning »

Argent Mid Cap ETF shares owned by Holistic Planning

Quarter-by-quarter ownership of Argent Mid Cap ETF (AMID) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Argent Mid Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Argent Mid Cap ETF held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Argent Mid Cap ETF by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $268k 8.0k 33.53

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Argent Mid Cap ETF

Moneta Group Investment Advisors
CLS Investments
Tandem Wealth Advisors
Vista Finance
Maia Wealth
CI Private Wealth
Directional Asset Management
Raymond James Financial
Argent Capital Management
Holistic Planning
Global Retirement Partners
Advisor Group Holdings
Clark Wealth Partners
Mpwm Advisory Solutions
Private Wealth Asset Management

View all funds holding Argent Mid Cap ETF