Holistic Planning »

First Tr Exchng Traded Fd Vi shares owned by Holistic Planning

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (MARM) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi 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 First Tr Exchng Traded Fd Vi by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 36k 30.45

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding First Tr Exchng Traded Fd Vi

Legacy CG
Commonwealth Equity Services
Ignite Planners
Foundations Investment Advisors
Cetera Investment Advisers
Encompass More Asset Management
Donald L. Hagan
Kestra Advisory Services
Coppell Advisory Solutions
Captrust Financial Advisors
LPL Financial
Atria Wealth Solutions
Clear Creek Financial Management
Brookstone Capital Management
Apollon Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi