Advisor Resource Council Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Advisor Resource Council

$298 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	BUY	$23.43 - $28.02 $4.82 Million - $5.76 Million	205,645 Added 153466.42%	205,779 $4.89 Million
Q2 2021 Aug 13, 2021	BUY	$29.34 - $30.85 $3,931 - $4,133	134 New	134 $0

Others Institutions Holding CWI

# of Institutions

231

Shares Held

42M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.48M
Shares

$190 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.62M
Shares

$106 Million
0.07% of portfolio
Avantax Planning Partners, Inc.

1.92M
Shares

$56.2 Million
1.75% of portfolio
High Tower Advisors, LLC Chicago, IL

1.77M
Shares

$51.8 Million
0.08% of portfolio
Jane Street Group, LLC New York, NY

1.54M
Shares

$45.1 Million
0.05% of portfolio

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.