GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in PTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $707,305 | 36,629 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $793,744 | 38,890 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $704,345 | 35,573 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $462,885 | 23,811 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $433,103 | 22,534 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $461,323 | 21,926 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $228,572 | 11,515 | Shares | Sole | 2024-08-16 |
| 2021-09-30 | $307,746 | 12,300 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $310,944 | 12,300 | Shares | Sole | 2021-07-22 |
| 2021-03-31 | $305,655 | 12,300 | Shares | Sole | 2021-04-26 |
| 2020-12-31 | $241,800 | 9,300 | Shares | Sole | 2021-01-27 |