Bwm Planning, LLC EA SERIES TRUST Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025
Number of Shares
34,439
Previous 30,211 13.99%
Holding current value
$3.84 Billion
Previous $3.33 Billion 15.25%
% of portfolio
1.62%
Previous 1.45%

Shares

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

May 14, 2025
BUY
N/A
4,228 Added 13.99%
34,439 $3.84 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
30,211 New
30,211 $3.29 Billion
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