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| Name: |
Holistic Planning LLC |
| City: |
Nacogdoches |
| State: |
TX |
| Zip: |
75965 |
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data |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GOCT |
Ft Vest Us Equity Moderate ... |
21 |
- |
$0.00 |
$1,878,000 |
56,175 |
1.43% |
61,000 |
0 |
0.624 |
N/A |
|
|
XSEP |
Ft Cboe Vest Us Equity Enh ... |
36 |
- |
$0.00 |
$1,201,000 |
32,418 |
0.92% |
38,000 |
0 |
0.36 |
N/A |
|
|
GNOV |
Ft Vest Us Equity Moderate ... |
39 |
- |
$0.00 |
$1,146,000 |
34,775 |
0.87% |
44,000 |
0 |
0.386 |
N/A |
|
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GSEP |
Ft Vest Us Equity Moderate ... |
72 |
- |
$0.00 |
$404,000 |
12,250 |
0.31% |
17,000 |
0 |
0.136 |
N/A |
|
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IEF |
iShares Lehman 7-10 Year Tr... |
91 |
- |
$93.11 |
$280,000 |
2,953 |
0.21% |
-5,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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PRN |
Invesco Dwa Industrials Mom... |
93 |
- |
$136.55 |
$274,000 |
1,961 |
0.21% |
42,000 |
0 |
0.109 |
N/A |
|
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GAUG |
Ft Cboe Vest Us Equity Mode... |
94 |
- |
$0.00 |
$272,000 |
8,250 |
0.21% |
12,000 |
0 |
0.092 |
N/A |
|
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XOCT |
Ft Vest Us Equity Enh & Mod... |
101 |
- |
$0.00 |
$239,000 |
7,266 |
0.18% |
7,000 |
0 |
0.081 |
N/A |
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NAK |
Northern Dynasty Minerals L... |
118 |
- |
$0.30 |
$3,000 |
11,000 |
0% |
-1,000 |
0 |
0.002 |
Gold |
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