Bwm Planning, LLC EA SERIES TRUST Transaction History

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025
Number of Shares
30,520
Previous 30,494 0.09%
Holding current value
$3.51 Billion
Previous $3.47 Billion 1.18%
% of portfolio
0.94%
Previous 1.03%

Shares

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

Jan 13, 2026
BUY
N/A
26 Added 0.09%
30,520 $3.51 Billion
Q3 2025

Oct 31, 2025
SELL
N/A
-3,945 Reduced 11.46%
30,494 $3.47 Billion
Q1 2025

May 14, 2025
BUY
N/A
4,228 Added 13.99%
34,439 $3.84 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
30,211 New
30,211 $3.29 Billion
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