GWM Advisors LLC
Holdings in WHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,317 | 309 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $3,512 | 213 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $4,992 | 320 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $5,103 | 315 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $4,599 | 317 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $3,748 | 264 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $6,918 | 568 | Shares | Sole | 2024-08-16 |
| 2023-12-31 | $17,623 | 1,402 | Shares | Sole | 2024-02-13 |