CW Advisors, LLC quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, CW Advisors, LLC opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was SERVICE PPTYS TR (-$157,889); the largest decrease was SERVICE PPTYS TR (-$157,889).
- SERVICE PPTYS TR: Country of operation United States; Class COM SH BEN INT; Shares 2025-03-31 739,277; Shares 2025-06-30 741,265.
Two Form 13F-HR filings compared (SEC CIK 1904976): 2025-03-31 (filed 2025-05-14) and 2025-06-30 (filed 2025-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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