Bwm Planning, LLC Proshares Tr S&P 500 Ex Energy Transaction History
Bwm Planning, LLC
- $236 Billion
- Q1 2025
A detailed history of Bwm Planning, LLC transactions in Proshares Tr S&P 500 Ex Energy stock. As of the latest transaction made, Bwm Planning, LLC holds 139,194 shares of SPXE stock, worth $9.47 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
139,194
Previous 139,194
-0.0%
Holding current value
$9.47 Million
Previous $8.81 Billion
4.99%
% of portfolio
3.54%
Previous 3.83%
Shares
1 transactions
Others Institutions Holding SPXE
# of Institutions
30Shares Held
492KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY118KShares$8.03 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY52.1KShares$3.55 Million0.0% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ40.1KShares$2.73 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8KShares$1.89 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY18.5KShares$1.26 Million0.01% of portfolio