ONE PLUS ONE WEALTH MANAGEMENT, LLC DEFR Holdings History
Number of Shares
76,385.00
Current Holdings Value*
$1.96 Mil
% of Portfolio
1.07%
Total Estimate Gain
$31,317.85
% of Total Estimate Gain
1.63%
ONE PLUS ONE WEALTH MANAGEMENT, LLC's Aptus Deferred Income ETF Holding Summary
As of 2025-06-30, ONE PLUS ONE WEALTH MANAGEMENT, LLC held 76,385.00 shares of Aptus Deferred Income ETF(DEFR), totaling $1.96 Mil. This investment constitutes 1.07% of their stock portfolio, and ONE PLUS ONE WEALTH MANAGEMENT, LLC now holds 3.73% of the outstanding Aptus Deferred Income ETF(DEFR) stock.
The initial trade took place in 2025Q2. And since then ONE PLUS ONE WEALTH MANAGEMENT, LLC has made 1 purchases of DEFR, at an average price of $25.23, for a total of 76,385.00 shares. Based on historical transaction data and DEFR's current price of $25.64, ONE PLUS ONE WEALTH MANAGEMENT, LLC's estimated gain on his DEFR holdings is $31,317.85, reflecting a 1.63% gain to date.
ONE PLUS ONE WEALTH MANAGEMENT, LLC DEFR ($25.64) Holding Chart
ONE PLUS ONE WEALTH MANAGEMENT, LLC DEFR ($25.64) 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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