GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in RFM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $448,772 | 32,124 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $507,806 | 35,118 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $320,919 | 23,005 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $80,417 | 5,441 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $79,435 | 5,342 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $85,398 | 5,244 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $83,394 | 5,151 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $82,275 | 5,060 | Shares | Sole | 2024-05-14 |