Bernardo Wealth Planning LLC's ownership history for BX

Bernardo Wealth Planning LLC currently holds 3.6K shares with a market value of $616.5K. It started holding BX on 2024-09-30. At its peak, it held 3.9K shares on 2025-06-30. Its highest holding value was $632.7K on 2024-12-31. At its lowest, it held 3.6K shares on 2025-09-30, with a value of $579 on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 216. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 219.