BWM Planning, LLC QVAL Holdings History
BWM Planning, LLC's Alpha Architect U.S. Quantitative Value ETF Holding Summary
As of 2025-03-31, BWM Planning, LLC held 195,416.00 shares of Alpha Architect U.S. Quantitative Value ETF(QVAL), totaling $8.33 Mil. This investment constitutes 3.53% of their stock portfolio, and BWM Planning, LLC now holds 2.32% of the outstanding Alpha Architect U.S. Quantitative Value ETF(QVAL) stock.
The initial trade took place in 2024Q3. And since then BWM Planning, LLC has made 2 purchases of QVAL, at an average price of $44.03, for a total of 195,416.00 shares. Based on historical transaction data and QVAL's current price of $44.81, BWM Planning, LLC's estimated gain on his QVAL holdings is $152,445.24, reflecting a 1.77% gain to date.
BWM Planning, LLC QVAL ($44.81) Holding Chart
BWM Planning, LLC QVAL ($44.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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