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Reliant Wealth Planning’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Reliant Wealth Planning’s Portfolio DBEF Stock Details DBEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-276,613
Closed -$8.92M – 14
2022
Q4 		$8.92M Buy
276,613
+1,833
+0.7% +$64.5K 5.41% 4
2022
Q3 		$9.2M Buy
274,780
+12,246
+5% +$437K 3.91% 7
2022
Q2 		$9.14M Buy
+262,534
New +$9.64M 3.84% 7

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UCFA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return