GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in TEI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $533,415 | 82,700 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $532,580 | 85,900 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $523,200 | 87,200 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $508,377 | 94,494 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $503,766 | 98,200 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $618,563 | 106,100 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $578,305 | 108,500 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $584,811 | 107,700 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $633,930 | 124,300 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $544,095 | 118,025 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $776,233 | 150,725 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $755,937 | 149,100 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $868,051 | 158,115 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $712,344 | 160,800 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $906,603 | 168,201 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $1,190,639 | 173,816 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $1,325,438 | 181,816 | Shares | Sole | 2022-02-17 |