GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

LU holding history

Lufax Holding Ltd in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LU overview All 13F holders of LU Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2022

Holdings of LU by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−4,148−100.0%	Sold out	Holders
Q3 2024	4,148	$14.5K	<0.1%	+4,148	New	Holders
Q3 2022	0	$0	0.0%	−188,182−100.0%	Sold out	Holders
Q2 2022	188,182	$1.13M	<0.1%	+188,182	New	Holders