Bwm Planning, LLC TIDAL TRUST II Transaction History

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025
Number of Shares
217,801
Previous 185,343 17.51%
Holding current value
$3.9 Billion
Previous $3.23 Billion 20.82%
% of portfolio
1.04%
Previous 0.96%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
N/A
32,458 Added 17.51%
217,801 $3.9 Billion
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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