V Wealth Advisors LLC

SEC CIK: 0001661149
Latest filing: Nov 15, 2023

SEC filings (opens in a new tab)

CMS holding history

CMS Energy Corp in every 13F filed by V Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMS overview All 13F holders of CMS Full Q3 2023 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of CMS by V Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−4,444−100.0%	Sold out	Holders
Q2 2023	4,444	$261.1K	<0.1%	−34−0.8%	Reduced	Holders
Q1 2023	4,478	$274.9K	0.1%	+34+0.8%	Added	Holders
Q4 2022	4,444	$281.4K	0.1%	+4,444	New	Holders