Efficient Wealth Management LLC
Holdings in CCAP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,594 | 327 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $4,520 | 317 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $4,342 | 308 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $5,136 | 300 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $5,766 | 300 | Shares | Sole | 2025-01-29 |