Sterling Group Wealth Management, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Sterling Group Wealth Management, LLC

  • $188 Million
  • Q3 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 150,946 shares of CWI stock, worth $4.41 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
150,946
Previous 149,409 1.03%
Holding current value
$4.41 Million
Previous $4.23 Million 8.63%
% of portfolio
2.44%
Previous 2.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$27.15 - $30.78 $41,729 - $47,308
1,537 Added 1.03%
150,946 $4.59 Million
Q2 2024

Jul 15, 2024
BUY
$27.18 - $29.31 $4.06 Million - $4.38 Million
149,409 New
149,409 $4.23 Million

Others Institutions Holding CWI

# of Institutions
230
Shares Held
43.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
Track This Portfolio

Track Sterling Group Wealth Management, LLC Portfolio

Follow Sterling Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email