BWM Planning, LLC SPUS Holdings History
BWM Planning, LLC's SP Funds S&P 500 Sharia Industry Exclusions ETF Holding Summary
As of 2025-03-31, BWM Planning, LLC held - shares of SP Funds S&P 500 Sharia Industry Exclusions ETF(SPUS), totaling N/A. This investment constitutes 0% of their stock portfolio, and BWM Planning, LLC now holds 0% of the outstanding SP Funds S&P 500 Sharia Industry Exclusions ETF(SPUS) stock.
The initial trade took place in 2024Q3. And since then BWM Planning, LLC has made 1 purchases of SPUS, at an average price of $40.60, for a total of 14,339.00 shares. In addition, there have been 1 sales at an average price of $42.18 for 14,339.00 shares. Based on historical transaction data and SPUS's current price of $45.59, BWM Planning, LLC's estimated gain on his SPUS holdings is $22,680.63, reflecting a 3.90% gain to date.
BWM Planning, LLC SPUS ($45.59) Holding Chart
BWM Planning, LLC SPUS ($45.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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