Waller Financial Planning Group Q2 2026 Portfolio Activity: Significant ETF Purchases & Sales Observed
This analysis details observable changes in holdings for Waller Financial Planning Group Inc as of June 30, 2026. Key purchases include substantial increases in VO and VUG, while notable sales involve JEPI.
By Insiderset.Jul 9, 2026, 11:36 AM
This analysis details observable changes in holdings for Waller Financial Planning Group Inc as of June 30, 2026. Key purchases include substantial increases in VO and VUG, while notable sales involve JEPI.