J.W. COLE ADVISORS, INC.
CIK
0001404763
City
TAMPA
State / Country
FL
Holdings in CPZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,591,313 | 108,845 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,807,302 | 111,838 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $1,719,828 | 105,966 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,655,319 | 106,383 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,150,600 | 77,586 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $773,183 | 49,285 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $253,119 | 16,598 | Shares | Sole | 2024-08-08 |