Defined Financial Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025
Number of Shares
11,858
Previous 8,379 41.52%
Holding current value
$382 Million
Previous $264 Million 44.8%
% of portfolio
0.32%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
3,479 Added 41.52%
11,858 $382 Million
Q2 2025

Jul 22, 2025
BUY
N/A
8,379 New
8,379 $264 Million
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