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Tidal Etf Tr Sp Fds s&p 500 shares owned by BWM Planning

Quarter-by-quarter ownership of Tidal Etf Tr Sp Fds s&p 500 (SPUS) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Tidal Etf Tr Sp Fds s&p 500

Tip: Access up to 7 years of quarterly data

All positions including Tidal Etf Tr Sp Fds s&p 500 held by BWM Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Etf Tr Sp Fds s&p 500 by BWM Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $536k 13k 41.73

More positions owned by BWM Planning

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis All Int (AVNM)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Us Quan Value (QVAL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Momentum (QMOM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for BWM Planning

Top funds holding Tidal Etf Tr Sp Fds s&p 500

Manufacturers Life Insurance Company
Shariaportfolio
Farther Finance Advisors
Childress Capital Advisors
Royal Bank of Canada
RFG Advisory
Mission Wealth Management
Sequoia Financial Advisors
LPL Financial
Wealth Enhancement Advisory Services
Susquehanna International
Two Sigma Investments
Branch Banking & Trust Company
Compagnie Lombard, Odier SCA
Vertex Planning Partners

View all funds holding Tidal Etf Tr Sp Fds s&p 500