Bwm Planning, LLC AMERICAN CENTY ETF TR Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025
Number of Shares
193,078
Previous 175,867 9.79%
Holding current value
$11.3 Billion
Previous $9.63 Billion 16.89%
% of portfolio
4.76%
Previous 4.19%

Shares

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

May 14, 2025
BUY
N/A
17,211 Added 9.79%
193,078 $11.3 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
20,624 Added 13.28%
175,867 $9.63 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
155,243 New
155,243 $9.32 Billion
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