GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in AIO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $274,158 | 12,605 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $306,935 | 12,773 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $19,061 | 768 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $29,521 | 1,431 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $34,992 | 1,419 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $30,911 | 1,407 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $30,242 | 1,393 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $27,696 | 1,380 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $23,681 | 1,361 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $22,205 | 1,345 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $24,490 | 1,331 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $12,301 | 707 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $11,154 | 689 | Shares | Sole | 2023-02-14 |