GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in BTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $72,826 | 2,076 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $38,714 | 1,076 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $38,111 | 1,076 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $36,702 | 1,076 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $38,402 | 1,076 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $35,680 | 1,076 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $30,138 | 1,076 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $31,828 | 1,076 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $17,326 | 576 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $15,125 | 576 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $15,448 | 576 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $17,591 | 576 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $19,119 | 574 | Shares | Sole | 2023-02-14 |