Plan A Wealth LLC UNIFIED SER TR Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025
Number of Shares
7,329
Holding current value
$209 Million
% of portfolio
0.11%

Shares

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

Nov 06, 2025
BUY
N/A
7,329 New
7,329 $209 Million
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