Brown Miller Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Brown Miller Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$47.37 - $50.09 $41,969 - $44,379	886 Added 5.25%	17,747 $864,000
Q1 2024 Apr 17, 2024	BUY	$45.88 - $50.1 $135,758 - $148,245	2,959 Added 21.28%	16,861 $844,000
Q4 2023 Jan 18, 2024	BUY	$39.63 - $46.73 $20,290 - $23,925	512 Added 3.82%	13,902 $648,000
Q3 2023 Oct 17, 2023	BUY	$41.15 - $44.69 $62,548 - $67,928	1,520 Added 12.81%	13,390 $552,000
Q2 2023 Jul 18, 2023	BUY	$40.17 - $43.27 $20,808 - $22,413	518 Added 4.56%	11,870 $512,000
Q1 2023 Apr 10, 2023	BUY	$38.68 - $42.77 $19,533 - $21,598	505 Added 4.66%	11,352 $462,000
Q4 2022 Jan 12, 2023	BUY	$34.79 - $40.71 $94,176 - $110,201	2,707 Added 33.26%	10,847 $421,000
Q3 2022 Oct 11, 2022	BUY	$34.49 - $40.43 $280,748 - $329,100	8,140 New	8,140 $280,000

1,012

407M

356K

41.6K

Get notified when there are updates to the investment portfolio of Brown Miller Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Brown Miller Wealth Management, LLC with notifications on news.