Bwm Planning, LLC TIDAL TRUST II Transaction History

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025
Number of Shares
200,880
Previous 194,204 3.44%
Holding current value
$5.69 Billion
Previous $5.14 Billion 10.83%
% of portfolio
1.52%
Previous 1.53%

Shares

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

Jan 13, 2026
BUY
N/A
6,676 Added 3.44%
200,880 $5.69 Billion
Q3 2025

Oct 31, 2025
BUY
N/A
32,762 Added 20.29%
194,204 $5.14 Billion
Q1 2025

May 14, 2025
BUY
N/A
18,176 Added 12.69%
161,442 $3.57 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
19,691 Added 15.93%
143,266 $3.42 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
123,575 New
123,575 $3.03 Billion
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