Capital Advisors Wealth Management, LLC
Holdings in ESPR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $249,953 | 67,555 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $112,770 | 42,555 | Shares | Sole | 2025-10-16 |
| 2025-06-30 | $41,703 | 42,555 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $61,279 | 42,555 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $77,121 | 35,055 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $52,470 | 31,800 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $59,496 | 26,800 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $58,424 | 21,800 | Shares | Sole | 2024-04-12 |