Bwm Planning, LLC Proshares Tr S&P 500 Ex Energy Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

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 $8.95 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares

139,194

Holding current value

$8.95 Million

% of portfolio

3.82%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$55.46 - $61.86 $7.72 Million - $8.61 Million	139,194 New	139,194 $8.61 Billion

Others Institutions Holding SPXE

# of Institutions

Shares Held

484K

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

140K
Shares

$9 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

66.4K
Shares

$4.27 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

25.5K
Shares

$1.64 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

18.5K
Shares

$1.19 Million
0.01% of portfolio
Mather Group, Llc. Chicago, IL

10.2K
Shares

$655,656
0.01% of portfolio

View Full List

About PROSHARES TR S&P 500 EX ENERGY

Ticker SPXE
Sector ETFs
Industry ETFs

More about SPXE

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