Stonebridge Financial Planning Group, LLC FIRST TR EXCH TRADED FD III Transaction History

Stonebridge Financial Planning Group, LLC

  • $229 Million
  • Q2 2025
Number of Shares
129,069
Previous 124,711 3.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
4,358 Added 3.49%
129,069 $0
Q1 2025

May 08, 2025
BUY
N/A
24,185 Added 24.06%
124,711 $0
Q4 2024

Feb 18, 2025
BUY
N/A
22,617 Added 29.03%
100,526 $0
Q3 2024

Nov 08, 2024
BUY
N/A
7,365 Added 10.44%
77,909 $0
Q2 2024

Aug 07, 2024
BUY
N/A
17,718 Added 33.54%
70,544 $0
Q1 2024

May 13, 2024
BUY
N/A
34,698 Added 191.41%
52,826 $0
Q4 2023

Feb 05, 2024
BUY
N/A
18,128 New
18,128 $0
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email