Fiduciary Planning LLC DBEF Holdings History
Number of Shares
112,330.00
Current Holdings Value*
$4.86 Mil
% of Portfolio
1.6%
Total Estimate Gain
$161,884.92
% of Total Estimate Gain
3.38%
Fiduciary Planning LLC's Xtrackers MSCI EAFE Hedged Equity ETF Holding Summary
As of 2025-03-31, Fiduciary Planning LLC held 112,330.00 shares of Xtrackers MSCI EAFE Hedged Equity ETF(DBEF), totaling $4.86 Mil. This investment constitutes 1.6% of their stock portfolio, and Fiduciary Planning LLC now holds 0.06% of the outstanding Xtrackers MSCI EAFE Hedged Equity ETF(DBEF) stock.
The initial trade took place in 2024Q4. And since then Fiduciary Planning LLC has made 2 purchases of DBEF, at an average price of $42.63, for a total of 112,330.00 shares. Based on historical transaction data and DBEF's current price of $44.07, Fiduciary Planning LLC's estimated gain on his DBEF holdings is $161,884.92, reflecting a 3.38% gain to date.
Fiduciary Planning LLC DBEF ($44.07) Holding Chart
Fiduciary Planning LLC DBEF ($44.07) 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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