Bwm Planning, LLC TIDAL TR II Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025
Number of Shares
127,170
Previous 120,748 5.32%
Holding current value
$2.16 Billion
Previous $2.02 Billion 6.58%
% of portfolio
0.91%
Previous 0.88%

Shares

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

May 14, 2025
BUY
N/A
6,422 Added 5.32%
127,170 $2.16 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
33,273 Added 38.04%
120,748 $2.02 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
87,475 New
87,475 $1.59 Billion
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