GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,453,833 | 60,300 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $1,581,496 | 63,770 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $1,741,562 | 64,622 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $2,002,557 | 78,378 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,979,213 | 82,330 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $2,041,975 | 78,447 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,490,199 | 110,774 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $2,931,990 | 124,395 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $2,543,808 | 119,765 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $317,098 | 16,195 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $312,634 | 13,236 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $306,098 | 12,545 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $257,052 | 10,715 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $240,905 | 10,366 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $262,363 | 10,366 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $523,213 | 18,073 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $432,972 | 15,192 | Shares | Sole | 2022-02-17 |