A detailed history of Wealth Plan Partners, LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,822 shares of DFEB stock, worth $242,660. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,822
Previous 6,001 2.98%
Holding current value
$242,660
Previous $235 Million 0.04%
% of portfolio
0.03%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$38.0 - $40.38 $6,802 - $7,228
-179 Reduced 2.98%
5,822 $235 Million
Q1 2024

May 07, 2024

BUY
$37.32 - $39.11 $223,957 - $234,699
6,001 New
6,001 $235 Million
Q2 2023

Jul 31, 2023

SELL
$33.47 - $35.37 $31,696 - $33,495
-947 Reduced 19.5%
3,910 $138 Million
Q1 2023

May 10, 2023

SELL
$32.49 - $34.07 $471,234 - $494,151
-14,504 Reduced 74.91%
4,857 $163 Million
Q4 2022

Feb 16, 2023

SELL
$32.71 - $34.15 $2.45 Million - $2.55 Million
-74,794 Reduced 79.44%
19,361 $651 Million
Q1 2022

May 03, 2022

SELL
$34.69 - $36.11 $4.77 Million - $4.97 Million
-137,571 Reduced 59.37%
94,155 $3.25 Million
Q4 2021

Feb 01, 2022

SELL
$34.25 - $35.24 $156,796 - $161,328
-4,578 Reduced 1.94%
231,726 $8.15 Million
Q3 2021

Dec 09, 2021

SELL
$34.0 - $34.68 $8.86 Million - $9.03 Million
-260,466 Reduced 52.43%
236,304 $8.09 Million
Q2 2021

Aug 19, 2021

BUY
$33.38 - $34.3 $393,884 - $404,739
11,800 Added 2.43%
496,770 $17.1 Million
Q1 2021

May 11, 2021

BUY
$32.18 - $33.19 $220,143 - $227,052
6,841 Added 1.43%
484,970 $16.3 Million
Q4 2020

Feb 09, 2021

BUY
$30.56 - $32.38 $656,887 - $696,008
21,495 Added 4.71%
478,129 $15.6 Million
Q3 2020

Dec 18, 2020

SELL
$29.91 - $31.46 $2.52 Million - $2.65 Million
-84,161 Reduced 15.56%
456,634 $14.4 Million
Q2 2020

Aug 19, 2020

BUY
$26.86 - $30.49 $14.5 Million - $16.5 Million
540,795 New
540,795 $16.7 Million

Others Institutions Holding DFEB

About FT TR ETF VIII FT CBOE VEST US


  • Ticker DFEB
  • Sector ETFs
  • Industry ETFs
More about DFEB
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, 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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.