GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in BSTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $644,814 | 28,519 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $757,783 | 34,196 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $620,466 | 29,902 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $353,629 | 19,934 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $406,371 | 19,622 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $422,534 | 22,007 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $421,932 | 21,192 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $424,181 | 21,865 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $246,773 | 14,768 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $27,703 | 1,679 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $34,934 | 1,929 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $28,091 | 1,503 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $23,413 | 1,497 | Shares | Sole | 2023-02-14 |