GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $318,239 | 29,385 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $330,229 | 29,885 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $314,332 | 28,785 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $255,082 | 23,795 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $250,987 | 23,995 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $280,815 | 24,895 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $251,149 | 23,450 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $191,885 | 17,950 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $353,976 | 34,300 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $239,580 | 24,750 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $376,818 | 37,125 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $361,436 | 35,125 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $358,449 | 35,490 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $313,389 | 32,850 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $325,981 | 29,934 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $321,963 | 25,634 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $322,581 | 21,434 | Shares | Sole | 2022-02-17 |