GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in OIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $467,349 | 77,762 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $366,334 | 60,752 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $217,074 | 37,752 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $250,143 | 41,552 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $286,456 | 48,552 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $320,931 | 46,783 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $296,379 | 46,674 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $273,339 | 41,859 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $336,245 | 52,952 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $154,429 | 26,580 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $166,920 | 26,750 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $179,147 | 26,980 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $188,061 | 30,138 | Shares | Sole | 2023-02-14 |
| 2022-06-30 | $97,814 | 15,165 | Shares | Sole | 2022-08-09 |