PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Holdings in WES
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,938,110 | 99,699 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $2,991,894 | 76,149 | Shares | Sole | 2025-11-13 |
| 2023-09-30 | $2,418,977 | 88,835 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $2,018,622 | 76,117 | Shares | Sole | 2023-08-15 |