Bwm Planning, LLC Ea Ser Tr Alpha Architect U S Transaction History
Bwm Planning, LLC
- $236 Billion
- Q1 2025
A detailed history of Bwm Planning, LLC transactions in Ea Ser Tr Alpha Architect U S stock. As of the latest transaction made, Bwm Planning, LLC holds 195,416 shares of QVAL stock, worth $8.4 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
195,416
Previous 176,685
10.6%
Holding current value
$8.4 Million
Previous $7.89 Billion
5.67%
% of portfolio
3.53%
Previous 3.43%
Shares
3 transactions
Others Institutions Holding QVAL
# of Institutions
67Shares Held
5.84MCall Options Held
0Put Options Held
0-
Strid Group, LLC1.5MShares$64.3 Million9.4% of portfolio
-
Empirical Finance, LLC444KShares$19.1 Million1.17% of portfolio
-
Menlo Advisors LLC249KShares$10.7 Million5.9% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA246KShares$10.6 Million1.08% of portfolio
-
Stokes Family Office, LLC242KShares$10.4 Million1.18% of portfolio