CWM Advisors, LLC
Holdings in OPY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $470,391 | 6,507 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $452,477 | 6,122 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $392,318 | 5,965 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $347,046 | 5,820 | Shares | Sole | 2025-06-03 |
| 2024-12-31 | $396,140 | 6,181 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $414,498 | 8,102 | Shares | Sole | 2024-10-10 |