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 $8.8 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares

139,194

Holding current value

$8.8 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

$8.85 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

66.4K
Shares

$4.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

25.5K
Shares

$1.61 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

18.5K
Shares

$1.17 Million
0.01% of portfolio
Mather Group, Llc. Chicago, IL

10.2K
Shares

$644,844
0.01% of portfolio

View Full List

About PROSHARES TR S&P 500 EX ENERGY

Ticker SPXE
Sector ETFs
Industry ETFs

More about SPXE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account