Bwm Planning, LLC Purchases and Sells in Q3 2025

Bwm Planning, LLC

$336 Billion
Q3 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	211K + 217.54%	$90.37 - $102.12 $19.1M - $21.5M	308K $30.6B
AVDE	123K + 74.57%	$73.24 - $79.04 $9.04M - $9.76M	289K $22.8B
VTI	19.4K + 24.14%	$303.93 - $329.86 $5.91M - $6.41M	100K $32.8B
AMERICAN CENTY ETF TR	67K + 34.71%	N/A	260K $18.4B
SCHO	216K + 62.31%	$24.23 - $24.42 $5.24M - $5.28M	563K $13.7B
QVAL	89.1K + 45.61%	$42.62 - $46.98 $3.8M - $4.19M	285K $13.3B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	4.31K New	$617.65 - $666.84 $2.66M - $2.87M	4.31K $2.87B
AGG	7.58K New	$97.75 - $100.75 $741K - $763K	7.58K $760M
NSC	2K New	$259.49 - $300.41 $519K - $601K	2K $601M
VXUS	7.21K New	$68.24 - $73.73 $492K - $532K	7.21K $530M
NVDA	2.04K New	$153.3 - $186.58 $313K - $380K	2.04K $381M
T	11.7K New	$26.94 - $29.62 $316K - $348K	11.7K $332M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAS	-69.6K - 48.72%	$63.41 - $69.69 $4.41M - $4.85M	73.3K $5.02B
DFAT	-62.9K - 33.47%	$53.36 - $59.69 $3.36M - $3.75M	125K $7.28B
EA SERIES TRUST	-3.95K - 11.46%	N/A	30.5K $3.47B
HP	-6.04K - 14.24%	$15.35 - $22.65 $92.8K - $137K	36.4K $804M
AVRE	-4.33K - 34.1%	$43.53 - $45.34 $188K - $196K	8.37K $372M
IBHF	-6.36K - 31.43%	$23.09 - $23.43 $147K - $149K	13.9K $324M

Activity Summary All Purchases 62 New Holdings 18 Increased Positions 44 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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