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 $8.49 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
195,416
Previous 176,685
10.6%
Holding current value
$8.49 Million
Previous $7.89 Billion
5.67%
% of portfolio
3.53%
Previous 3.43%
Shares
3 transactions
Others Institutions Holding QVAL
# of Institutions
69Shares Held
5.83MCall Options Held
0Put Options Held
0-
Strid Group, LLC1.42MShares$61.8 Million9.53% of portfolio
-
Empirical Finance, LLC444KShares$19.3 Million1.17% of portfolio
-
Menlo Advisors LLC251KShares$10.9 Million5.1% of portfolio
-
Stokes Family Office, LLC241KShares$10.5 Million1.21% of portfolio
-
Cwm, LLC224KShares$9.76 Million0.04% of portfolio