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

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025
Number of Shares
11,253
Previous 8,193 37.35%
Holding current value
$381 Million
Previous $273 Million 39.8%
% of portfolio
0.32%
Previous 0.24%

Shares

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

Oct 14, 2025
BUY
N/A
3,060 Added 37.35%
11,253 $381 Million
Q2 2025

Jul 22, 2025
BUY
N/A
8,193 New
8,193 $273 Million
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