A detailed history of Bright Futures Wealth Management, Llc. transactions in Shell PLC stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 16,461 shares of SHEL stock, worth $1.12 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
16,461
Previous 11,364 44.85%
Holding current value
$1.12 Million
Previous $820,000 32.32%
% of portfolio
0.55%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$65.65 - $73.28 $334,618 - $373,508
5,097 Added 44.85%
16,461 $1.09 Million
Q2 2024

Aug 07, 2024

BUY
$67.92 - $74.17 $60,380 - $65,937
889 Added 8.49%
11,364 $820,000
Q1 2024

Jun 28, 2024

BUY
$61.04 - $67.42 $639,394 - $706,224
10,475 New
10,475 $748 Million

Others Institutions Holding SHEL

About Shell plc


  • Ticker SHEL
  • Exchange OTC
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 3,560,539,904
  • Market Cap $242B
  • Description
  • Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids;...
More about SHEL
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.