Holistic Planning, LLC FTSM Holdings History
Number of Shares
301,261.00
Current Holdings Value*
$18.03 Mil
% of Portfolio
6.11%
Total Estimate Gain
$24,100.88
% of Total Estimate Gain
0.13%
Holistic Planning, LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 301,261.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $18.03 Mil. This investment constitutes 6.11% of their stock portfolio, and Holistic Planning, LLC now holds 0.27% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2024Q3. And since then Holistic Planning, LLC has made 3 purchases of FTSM, at an average price of $59.90, for a total of 301,261.00 shares. Based on historical transaction data and FTSM's current price of $59.98, Holistic Planning, LLC's estimated gain on his FTSM holdings is $24,100.88, reflecting a 0.13% gain to date.
Holistic Planning, LLC FTSM ($59.98) Holding Chart
Holistic Planning, LLC FTSM ($59.98) 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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