CM WEALTH ADVISORS LLC
Holdings in NCNO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,419,108 | 94,349 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $297,559 | 10,976 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $306,998 | 10,976 | Shares | Sole | 2025-08-06 |