Bwm Planning, LLC SP FUNDS TRUST Transaction History

Bwm Planning, LLC

  • $230 Billion
  • Q4 2024
Number of Shares
30,538
Previous 26,015 17.39%
Holding current value
$669 Million
Previous $609 Million 9.93%
% of portfolio
0.29%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
N/A
4,523 Added 17.39%
30,538 $669 Million
Q3 2024

Oct 09, 2024
BUY
N/A
26,015 New
26,015 $609 Million
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