J.W. COLE ADVISORS, INC.
CIK
0001404763
City
TAMPA
State / Country
FL
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,836,165 | 219,637 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,855,978 | 224,152 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $1,672,159 | 205,931 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,213,277 | 165,907 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,123,080 | 132,835 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $590,940 | 78,176 | Shares | Sole | 2024-10-24 |