Western Wealth Management, LLC
Position in CPTL — Global X Conscious Companies ETF
CIK 1767902
GOLDEN, CO
All Filings in CPTL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CPTL | $430,052 | 10,351 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 CPTL | $447,974 | 10,317 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 CPTL | $445,309 | 10,321 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 CPTL | $435,417 | 10,783 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 CPTL | $401,882 | 10,783 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 CPTL | $420,530 | 10,758 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 CPTL | $465,726 | 11,899 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 CPTL | $434,034 | 11,737 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 CPTL | $425,114 | 11,737 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 CPTL | $379,925 | 11,375 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||