BWM Planning, LLC SPWO Holdings History
BWM Planning, LLC's SP Funds S&P World (ex-US) ETF Holding Summary
As of 2025-03-31, BWM Planning, LLC held - shares of SP Funds S&P World (ex-US) ETF(SPWO), 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 World (ex-US) ETF(SPWO) stock.
The initial trade took place in 2024Q3. And since then BWM Planning, LLC has made 1 purchases of SPWO, at an average price of $22.47, for a total of 30,538.00 shares. In addition, there have been 1 sales at an average price of $22.72 for 30,538.00 shares. Based on historical transaction data and SPWO's current price of $25.12, BWM Planning, LLC's estimated gain on his SPWO holdings is $7,782.04, reflecting a 1.13% gain to date.
BWM Planning, LLC SPWO ($25.12) Holding Chart
BWM Planning, LLC SPWO ($25.12) 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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