Bwm Planning, LLC AMERICAN CENTY ETF TR Transaction History

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025
Number of Shares
335,347
Previous 260,098 28.93%
Holding current value
$24.7 Billion
Previous $18.4 Billion 34.26%
% of portfolio
6.59%
Previous 5.46%

Shares

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

Jan 13, 2026
BUY
N/A
75,249 Added 28.93%
335,347 $24.7 Billion
Q3 2025

Oct 31, 2025
BUY
N/A
67,020 Added 34.71%
260,098 $18.4 Billion
Q1 2025

May 14, 2025
BUY
N/A
17,211 Added 9.79%
193,078 $11.3 Billion
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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