Bwm Planning, LLC Ea Ser Tr Alpha Architect U S Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 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 176,685 shares of QVAL stock, worth $8.14 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
176,685
Previous 173,230
1.99%
Holding current value
$8.14 Million
Previous $7.99 Billion
1.31%
% of portfolio
3.43%
Previous 3.55%
Shares
2 transactions
Others Institutions Holding QVAL
# of Institutions
69Shares Held
5.34MCall Options Held
0Put Options Held
0-
Strid Group, LLC1.38MShares$63.5 Million9.7% of portfolio
-
Empirical Finance, LLC546KShares$25.1 Million1.44% of portfolio
-
Menlo Advisors LLC249KShares$11.5 Million5.9% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL212KShares$9.75 Million0.18% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX202KShares$9.3 Million3.96% of portfolio