Bwm Planning, LLC Ea Ser Tr Alpha Architect U S Transaction History

Bwm Planning, LLC

$336 Billion
Q3 2025

A detailed history of Bwm Planning, LLC transactions in Ea Ser Tr Alpha Architect U S stock. As of the latest transaction made, Bwm Planning, LLC holds 284,542 shares of QVAL stock, worth $13.1 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares

284,542

Previous 195,416 45.61%

Holding current value

$13.1 Million

Previous $8.33 Billion 59.26%

% of portfolio

3.95%

Previous 3.53%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$42.62 - $46.98 $3.8 Million - $4.19 Million	89,126 Added 45.61%	284,542 $13.3 Billion
Q1 2025 May 14, 2025	BUY	$41.45 - $46.58 $776,399 - $872,489	18,731 Added 10.6%	195,416 $8.33 Billion
Q4 2024 Jan 22, 2025	BUY	$44.25 - $47.77 $152,883 - $165,045	3,455 Added 1.99%	176,685 $7.89 Billion
Q3 2024 Oct 09, 2024	BUY	$41.88 - $46.21 $7.25 Million - $8 Million	173,230 New	173,230 $7.99 Billion

Others Institutions Holding QVAL

# of Institutions

Shares Held

6.19M

Call Options Held

Put Options Held

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About EA SER TR ALPHA ARCHITECT U S

Ticker QVAL
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