Cwc Advisors, Llc. SERIES PORTFOLIOS TR Transaction History

Cwc Advisors, Llc.

  • $204 Billion
  • Q3 2025
Number of Shares
132,075
Previous 137,504 3.95%
Holding current value
$3.54 Billion
Previous $3.68 Billion 3.66%
% of portfolio
1.73%
Previous 1.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
N/A
-5,429 Reduced 3.95%
132,075 $3.54 Billion
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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