WCG Wealth Advisors LLC
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $460,870 | 36,752 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $470,058 | 36,752 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $445,066 | 36,752 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $221,352 | 19,198 | Shares | Sole | 2025-05-15 |