Empower Advisory Group, LLC
Holdings in WM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $104,332,369 | 474,864 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $104,424,544 | 472,873 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $105,902,472 | 462,820 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $104,978,672 | 453,452 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $90,084,302 | 446,426 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $90,644,180 | 436,629 | Shares | Sole | 2024-11-05 |
| 2024-06-30 | $91,929,059 | 430,904 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $92,513,281 | 434,029 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $78,101,569 | 436,078 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $65,621,304 | 430,473 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $73,197,113 | 422,080 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $68,309,815 | 418,642 | Shares | Sole | 2023-05-25 |