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

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025
Number of Shares
35,053
Previous 25,690 36.45%
Holding current value
$1.14 Billion
Previous $826 Million 38.5%
% of portfolio
0.95%
Previous 0.73%

Shares

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

Oct 14, 2025
BUY
N/A
9,363 Added 36.45%
35,053 $1.14 Billion
Q2 2025

Jul 22, 2025
BUY
N/A
25,690 New
25,690 $826 Million
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