LWM Advisory Services, LLC
Holdings in PAM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $373,335 | 4,218 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $262,642 | 4,373 | Shares | Sole | 2025-11-25 |
| 2025-06-30 | $303,398 | 4,373 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $408,465 | 5,291 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $416,483 | 4,736 | Shares | Sole | 2025-02-04 |