Number of Shares
72,556
Previous 103,611 29.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025

SELL
N/A
-31,055 Reduced 29.97%
72,556 $0
Q4 2024

Feb 05, 2025

BUY
N/A
103,611 New
103,611 $0
Track This Portfolio

Track Capital Wealth Planning, LLC Portfolio

Follow Capital Wealth Planning, 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 Capital Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Wealth Planning, LLC with notifications on news.