Holistic Planning, LLC DFEB Holdings History
Holistic Planning, LLC's FT Vest U.S. Equity Deep Buffer ETF - February Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 75,681.00 shares of FT Vest U.S. Equity Deep Buffer ETF - February(DFEB), totaling $3.19 Mil. This investment constitutes 1.08% of their stock portfolio, and Holistic Planning, LLC now holds 0.84% of the outstanding FT Vest U.S. Equity Deep Buffer ETF - February(DFEB) stock.
The initial trade took place in 2025Q1. And since then Holistic Planning, LLC has made 1 purchases of DFEB, at an average price of $42.93, for a total of 75,681.00 shares. Based on historical transaction data and DFEB's current price of $45.09, Holistic Planning, LLC's estimated gain on his DFEB holdings is $163,470.96, reflecting a 5.03% gain to date.
Holistic Planning, LLC DFEB ($45.09) Holding Chart
Holistic Planning, LLC DFEB ($45.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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