Cwm, LLC First Tr Exchange Traded Fd Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$35.29 - $38.02 $15,986 - $17,223	453 New	453 $16,000
Q4 2023 Feb 01, 2024	BUY	$28.08 - $32.76 $10,080 - $11,760	359 New	359 $12,000
Q4 2020 Jan 27, 2021	BUY	$23.17 - $27.16 $2,595 - $3,041	112 New	112 $3,000

Others Institutions Holding EDOW

# of Institutions

72

Shares Held

4.66M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

983K
Shares

$39 Million
0.01% of portfolio
Morgan Stanley New York, NY

795K
Shares

$31.6 Million
0.0% of portfolio
Vestmark Advisory Solutions, Inc.

559K
Shares

$22.2 Million
0.35% of portfolio
Commonwealth Equity Services, LLC

207K
Shares

$8.23 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

197K
Shares

$7.83 Million
0.02% of portfolio

About FIRST TR EXCHANGE TRADED FD

Ticker EDOW
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