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

Bwm Planning, LLC

$225 Billion
Q3 2024

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 173,230 shares of QVAL stock, worth $7.79 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

173,230

Holding current value

$7.79 Million

% of portfolio

3.55%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

5.33M

Call Options Held

Put Options Held

Strid Group, LLC

1.37M
Shares

$61.8 Million
9.78% of portfolio
Empirical Finance, LLC

546K
Shares

$24.5 Million
1.48% of portfolio
Menlo Advisors LLC

249K
Shares

$11.2 Million
5.9% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

212K
Shares

$9.52 Million
0.18% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

202K
Shares

$9.08 Million
3.96% of portfolio

View Full List

About EA SER TR ALPHA ARCHITECT U S

Ticker QVAL
Sector ETFs
Industry ETFs

More about QVAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account