CWM Advisors, LLC
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $65,250 | 15,499 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $101,168 | 19,381 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $63,919 | 18,690 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $44,880 | 14,431 | Shares | Sole | 2025-06-03 |
| 2020-03-31 | $14,527 | 3,272 | Shares | Sole | 2020-05-08 |