Bank Plus Wealth Management LLC Purchases and Sells in Q2 2025

Bank Plus Wealth Management LLC

82 operations

Stock	Shares change	Price Range	Shares Held
IWM	5.03K + 53.59%	$174.82 - $215.79 $879K - $1.08M	14.4K $3.11B
JCPB	21.6K + 8.83%	$45.9 - $47.2 $993K - $1.02M	267K $12.6B
MSFT	225 + 3.15%	$354.56 - $497.45 $79.8K - $112K	7.36K $3.66B
BND	11.9K + 31.41%	$72.02 - $73.82 $854K - $875K	49.6K $3.65B
IQLT	11.3K + 26.35%	$35.9 - $43.76 $405K - $493K	54.1K $2.34B
EFG	2.16K + 7.88%	$89.8 - $112.0 $194K - $241K	29.5K $3.31B

4 operations

Stock	Shares change	Price Range	Shares Held
NFLX	272 New	$855.86 - $1339.13 $233K - $364K	272 $364M
MPWR	329 New	$455.19 - $737.73 $150K - $243K	329 $241M
IWF	554 New	$320.42 - $424.58 $178K - $235K	554 $235M
TSLA	698 New	$221.86 - $362.89 $155K - $253K	698 $222M

14 operations

Stock	Shares change	Price Range	Shares Held
AAPL	-300 - 1.26%	$172.42 - $223.89 $51.7K - $67.2K	23.5K $4.83B
BDX	-509 - 27.66%	$165.15 - $226.42 $84.1K - $115K	1.33K $229M
SCHA	-9.12K - 22.79%	$20.42 - $25.3 $186K - $231K	30.9K $781M
AJG	-67 - 2.07%	$310.86 - $348.77 $20.8K - $23.4K	3.17K $1.02B
PRU	-126 - 5.66%	$95.12 - $112.71 $12K - $14.2K	2.1K $226M
SPGP	-294 - 11.96%	$86.05 - $107.7 $25.3K - $31.7K	2.16K $233M

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