Cwc Advisors, Llc. VALUED ADVISERS TR Transaction History

Cwc Advisors, Llc.

  • $194 Billion
  • Q2 2025
Number of Shares
259,915
Previous 256,767 1.23%
Holding current value
$6.63 Billion
Previous $6.54 Billion 1.48%
% of portfolio
3.43%
Previous 3.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
N/A
3,148 Added 1.23%
259,915 $6.63 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
256,767 New
256,767 $6.54 Billion
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