Bwm Planning, LLC Purchases in Q3 2024

Bwm Planning, LLC

  • $225 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
10.9K
New
$51.72 - $57.96 $563K - $631K
10.9K $626M
AVGO
Broadcom Inc.

Technology
3.61K
New
$136.27 - $1745.86 $492K - $6.31M
3.61K $623M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.16K
New
$71.45 - $75.64 $583K - $617K
8.16K $613M
Sp Funds Trust
26K
New
N/A
26K $609M
AVRE
American Centy ETF Tr Avantis
12.7K
New
$40.95 - $48.28 $520K - $613K
12.7K $599M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
12.8K
New
$37.32 - $42.18 $479K - $541K
12.8K $536M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
17.8K
New
$25.45 - $29.53 $454K - $526K
17.8K $520M
VEA
Vanguard Ftse Developed Market

ETFs
8.41K
New
$47.6 - $53.31 $400K - $448K
8.41K $444M
TSLA
Tesla, Inc.

Consumer Cyclical
1.65K
New
$191.76 - $263.26 $316K - $434K
1.65K $431M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
791
New
$475.2 - $527.7 $376K - $417K
791 $418M
COP
Conocophillips

Energy
3.75K
New
$102.3 - $116.61 $384K - $438K
3.75K $395M
VBR
Vanguard Small Cap Value ETF

ETFs
1.62K
New
$179.99 - $201.6 $291K - $326K
1.62K $324M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.67K
New
$47.7 - $48.54 $318K - $324K
6.67K $324M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.44K
New
$31.05 - $34.29 $293K - $324K
9.44K $324M
HAL
Halliburton CO

Energy
11.1K
New
$27.81 - $36.44 $309K - $404K
11.1K $322M
ETN
Eaton Corp PLC

Industrials
937
New
$272.52 - $333.02 $255K - $312K
937 $311M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.88K
New
$57.8 - $60.8 $282K - $296K
4.88K $295M
DE
Deere & CO

Industrials
655
New
$344.84 - $418.0 $226K - $274K
655 $273M
Ea Series Trust
12.2K
New
N/A
12.2K $269M
XLK
Technology Sector Spdr

ETFs
1.08K
New
$197.34 - $237.68 $213K - $256K
1.08K $243M
VTV
Vanguard Value ETF

ETFs
1.37K
New
$159.75 - $174.57 $219K - $239K
1.37K $239M
DFAX
Dimensional ETF Tr
8.28K
New
$24.29 - $27.25 $201K - $226K
8.28K $224M
UNP
Union Pacific Corp

Industrials
839
New
$221.78 - $256.09 $186K - $215K
839 $207M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
11K
New
$17.71 - $18.5 $196K - $204K
11K $203M
KOS
Kosmos Energy Ltd.

Energy
31.9K
New
$3.7 - $5.84 $118K - $186K
31.9K $129M
Activity Summary
Buys All Purchases 76 New Holdings 76 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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