Bwm Planning, LLC AMERICAN CENTY ETF TR Transaction History

Bwm Planning, LLC

  • $230 Billion
  • Q4 2024
Number of Shares
175,867
Previous 155,243 13.28%
Holding current value
$9.63 Billion
Previous $9.32 Billion 3.39%
% of portfolio
4.19%
Previous 4.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
N/A
20,624 Added 13.28%
175,867 $9.63 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
155,243 New
155,243 $9.32 Billion
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