180 Wealth Advisors, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

180 Wealth Advisors, LLC

$629 Million
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$33.7 - $39.38 $20,220 - $23,628	-600 Reduced 7.54%	7,359 $254,000
Q1 2022 Apr 22, 2022	SELL	$36.57 - $39.7 $4,059 - $4,406	-111 Reduced 1.38%	7,959 $307,000
Q4 2021 Jan 26, 2022	SELL	$37.48 - $39.36 $305,049 - $320,351	-8,139 Reduced 50.21%	8,070 $313,000
Q3 2021 Oct 28, 2021	SELL	$37.97 - $40.74 $33,413 - $35,851	-880 Reduced 5.15%	16,209 $629,000
Q2 2021 Aug 13, 2021	SELL	$38.39 - $41.14 $2,303 - $2,468	-60 Reduced 0.35%	17,089 $685,000
Q1 2021 May 25, 2021	SELL	$36.33 - $38.6 $11,807 - $12,545	-325 Reduced 1.86%	17,149 $687,000
Q4 2020 Jan 27, 2021	SELL	$32.49 - $37.03 $31,515 - $35,919	-970 Reduced 5.26%	17,474 $649,000
Q3 2020 Oct 23, 2020	BUY	$33.28 - $35.28 $613,816 - $650,704	18,444 New	18,444 $625,000
Q2 2020 Jul 21, 2020	SELL	$29.2 - $35.76 $817,570 - $1 Million	-27,999 Closed	0 $0
Q1 2020 Apr 09, 2020	SELL	$25.85 - $40.79 $1,706 - $2,692	-66 Reduced 0.24%	27,999 $840,000
Q4 2019 Jan 17, 2020	SELL	$38.29 - $40.52 $138,992 - $147,087	-3,630 Reduced 11.45%	28,065 $1.13 Million
Q3 2019 Oct 22, 2019	SELL	$38.77 - $39.31 $421,429 - $427,299	-10,870 Reduced 25.54%	31,695 $1.25 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-2,017 Reduced 4.52%	42,565 $1.63 Million
Q1 2019 May 14, 2019	SELL	N/A	-11,282 Reduced 20.2%	44,582 $1.71 Million
Q4 2018 Jan 15, 2019	SELL	N/A	-3,001 Reduced 5.1%	55,864 $2.12 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-2,862 Reduced 4.64%	58,865 $2.23 Million
Q2 2018 Aug 08, 2018	SELL	N/A	-3,699 Reduced 5.65%	61,727 $2.37 Million
Q1 2018 Jun 01, 2018	SELL	N/A	-5,404 Reduced 7.63%	65,426 $2.62 Million
Q4 2017 Feb 13, 2018	BUY	N/A	70,830	70,830 $2.92 Million

Others Institutions Holding DWX

# of Institutions

137

Shares Held

5.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

939K
Shares

$34.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$28.6 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$13.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.73 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$8.02 Million
0.24% of portfolio

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