Bwm Planning, LLC TIDAL TR II Transaction History

Bwm Planning, LLC

  • $230 Billion
  • Q4 2024
Number of Shares
143,266
Previous 123,575 15.93%
Holding current value
$3.42 Billion
Previous $3.03 Billion 13.1%
% of portfolio
1.49%
Previous 1.34%

Shares

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