Bwm Planning, LLC TIDAL TRUST II Transaction History

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025
Number of Shares
185,343
Previous 127,170 45.74%
Holding current value
$3.23 Billion
Previous $2.16 Billion 49.86%
% of portfolio
0.96%
Previous 0.91%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
N/A
58,173 Added 45.74%
185,343 $3.23 Billion
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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