M/a shares owned by LWM Advisory Services
Historical chart of LWM Advisory Services investment in M/a
Tip: Access up to 7 years of quarterly data
All positions including M/a held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in M/a by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $278k | 732 | 380.37 |