Cwc Advisors, Llc. VALUED ADVISERS TR Transaction History

Cwc Advisors, Llc.

  • $204 Billion
  • Q3 2025
Number of Shares
189,751
Previous 259,915 26.99%
Holding current value
$4.83 Billion
Previous $6.63 Billion 27.14%
% of portfolio
2.37%
Previous 3.43%

Shares

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

Oct 10, 2025
SELL
N/A
-70,164 Reduced 26.99%
189,751 $4.83 Billion
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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