J.W. COLE ADVISORS, INC.
Holdings in WFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $700,687 | 11,466 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $869,532 | 12,791 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $1,423,999 | 19,427 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,476,247 | 19,187 | Shares | Sole | 2025-05-05 |