Bwm Planning, LLC Purchases in Q4 2024

Bwm Planning, LLC

  • $230 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
9.66K
+ 16.0%
$280.04 - $302.45 $2.71M - $2.92M
70K $20.3B
SCHO
Schwab Short Term Us Treasury

ETFs
180K
+ 138.49%
$24.06 - $48.88 $4.33M - $8.81M
310K $7.47B
AVUV
American Centy ETF Tr Avantis

ETFs
9.19K
+ 12.49%
$94.37 - $106.41 $868K - $978K
82.8K $7.99B
AVDE
American Centy ETF Tr Avantis

ETFs
26K
+ 21.43%
$60.9 - $66.69 $1.58M - $1.73M
147K $9.04B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
28.8K
+ 19.15%
$41.17 - $43.34 $1.18M - $1.25M
179K $7.38B
HIDE
Ea Ser Tr Alpha Architect High
48.4K
+ 25.53%
N/A
238K $5.3B
SUB
Ishares Short Term National Mu

ETFs
6.54K
New
$104.94 - $106.2 $687K - $695K
6.54K $690M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
10.1K
+ 9.79%
$63.64 - $71.85 $640K - $722K
113K $7.23B
Tidal Tr Ii
33.3K
+ 38.04%
N/A
121K $2.02B
Tidal Tr Ii
19.7K
+ 15.93%
N/A
143K $3.42B
WMB
Williams Companies, Inc.

Energy
3.87K
New
$46.37 - $59.74 $179K - $231K
3.87K $210M
AVDV
American Centy ETF Tr Avantis

ETFs
4.06K
+ 16.81%
$63.85 - $70.4 $259K - $286K
28.2K $1.84B
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
1.5K
+ 11.7%
$41.02 - $44.55 $61.6K - $66.9K
14.3K $616M
DFUS
Dimensional ETF Tr U S Equity

ETFs
755
+ 4.1%
$61.52 - $66.5 $46.4K - $50.2K
19.2K $1.22B
Sp Funds Trust
4.52K
+ 17.39%
N/A
30.5K $669M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53
+ 6.7%
$521.84 - $558.82 $27.7K - $29.6K
844 $455M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
2.45K
+ 22.19%
$17.65 - $18.4 $43.2K - $45.1K
13.5K $241M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
717
+ 10.74%
$47.65 - $48.6 $34.2K - $34.8K
7.39K $353M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
460
+ 4.87%
$33.92 - $36.6 $15.6K - $16.8K
9.9K $342M
AVEM
American Centy ETF Tr Avantis

ETFs
3.87K
+ 10.27%
$58.59 - $66.14 $227K - $256K
41.5K $2.44B
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$220.26 - $241.44 $220 - $241
1.08K $251M
VBR
Vanguard Small Cap Value ETF

ETFs
35
+ 2.17%
$197.36 - $217.3 $6.91K - $7.61K
1.65K $327M
VTV
Vanguard Value ETF

ETFs
33
+ 2.41%
$168.32 - $181.87 $5.55K - $6K
1.4K $238M
DFAX
Dimensional ETF Tr
77
+ 0.93%
$24.76 - $27.04 $1.91K - $2.08K
8.36K $208M
VEA
Vanguard Ftse Developed Market

ETFs
430
+ 5.11%
$47.57 - $52.44 $20.5K - $22.5K
8.84K $423M
PBT
Permian Basin Royalty Trust

Energy
672
+ 0.65%
$10.49 - $13.86 $7.05K - $9.31K
104K $1.16B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
3.46K
+ 1.99%
$44.25 - $47.77 $153K - $165K
177K $7.89B
IEFA
Ishares Tr

ETFs
216
+ 0.55%
$70.06 - $77.43 $15.1K - $16.7K
39.6K $2.78B
Activity Summary
Buys All Purchases 29 New Holdings 2 Increased Positions 27 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bwm Planning, LLC Portfolio

Follow Bwm Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email