Bwm Planning, LLC Tidal ETF Tr Sp Fds S&P 500 Sh Transaction History

Bwm Planning, LLC

$336 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$41.02 - $44.55 $61,612 - $66,914	1,502 Added 11.7%	14,339 $616 Million
Q3 2024 Oct 09, 2024	BUY	$37.32 - $42.18 $479,076 - $541,464	12,837 New	12,837 $536 Million

Others Institutions Holding SPUS

# of Institutions

70

Shares Held

3.49M

Call Options Held

0

Put Options Held

0

Manufacturers Life Insurance Company, The Toronto, A6

1.22M
Shares

$62.2 Million
0.05% of portfolio
Shariaportfolio, Inc. Lake Mary, FL

757K
Shares

$38.8 Million
17.81% of portfolio
Strengthening Families & Communities, LLC

130K
Shares

$6.65 Million
1.46% of portfolio
Farther Finance Advisors, LLC San Francisco, CA

101K
Shares

$5.17 Million
0.08% of portfolio
Synovus Financial Corp Columbus, GA

92.9K
Shares

$4.75 Million
0.05% of portfolio

About TIDAL ETF TR SP FDS S&P 500 SH

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