Momentum Wealth Planning, LLC's ownership history for BIL

Momentum Wealth Planning, LLC currently holds 34.2K shares with a market value of $3.1M. It started holding BIL on 2025-06-30. At its peak, it held 34.2K shares on 2026-03-31. Its highest holding value was $3.1M on 2026-03-31. At its lowest, it held 13.9K shares on 2025-12-31, with a value of $1.3M on 2025-12-31. In the recent 180 days, Momentum Wealth Planning, LLC has increased its shares by 11.3K.