Philip James Wealth Mangement, LLC
Holdings in BUSE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $627,247 | 26,366 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $610,372 | 26,366 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $603,517 | 26,366 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $569,505 | 26,366 | Shares | Sole | 2025-04-24 |