Number of Shares
20,461
Previous 13,162 55.46%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 12, 2025

BUY
N/A
7,299 Added 55.46%
20,461 $0
Q4 2024

Feb 05, 2025

BUY
N/A
13,162 New
13,162 $0
Q1 2024

May 07, 2024

BUY
N/A
4,341 New
4,341 $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.