Cwc Advisors, Llc. SERIES PORTFOLIOS TR Transaction History

Cwc Advisors, Llc.

  • $194 Billion
  • Q2 2025
Number of Shares
137,504
Previous 124,236 10.68%
Holding current value
$3.68 Billion
Previous $3.3 Billion 11.39%
% of portfolio
1.9%
Previous 1.88%

Shares

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

Jul 10, 2025
BUY
N/A
13,268 Added 10.68%
137,504 $3.68 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
124,236 New
124,236 $3.3 Billion
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