Number of Shares
76,385.00
Current Holdings Value*
$1.96 Mil
% of Portfolio
1.07%
Total Estimate Gain
$21,387.80
% of Total Estimate Gain
1.11%

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 $25.51, ONE PLUS ONE WEALTH MANAGEMENT, LLC's estimated gain on his DEFR holdings is $21,387.80, reflecting a 1.11% gain to date.

ONE PLUS ONE WEALTH MANAGEMENT, LLC DEFR ($25.51) Holding Chart

ONE PLUS ONE WEALTH MANAGEMENT, LLC DEFR ($25.51) 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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