Defined Financial Planning LLC XSOE Holdings History
Defined Financial Planning LLC's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 143,252.00 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE), totaling $4.98 Mil. This investment constitutes 4.42% of their stock portfolio, and Defined Financial Planning LLC now holds 0.26% of the outstanding WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE) stock.
The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 2 purchases of XSOE, at an average price of $31.92, for a total of 143,252.00 shares. Based on historical transaction data and XSOE's current price of $35.25, Defined Financial Planning LLC's estimated gain on his XSOE holdings is $476,583.14, reflecting a 10.42% gain to date.
Defined Financial Planning LLC XSOE ($35.25) Holding Chart
Defined Financial Planning LLC XSOE ($35.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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