Bwm Planning, LLC TIDAL TR II Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025
Number of Shares
161,442
Previous 143,266 12.69%
Holding current value
$3.57 Billion
Previous $3.42 Billion 4.15%
% of portfolio
1.51%
Previous 1.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
18,176 Added 12.69%
161,442 $3.57 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
19,691 Added 15.93%
143,266 $3.42 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
123,575 New
123,575 $3.03 Billion
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