Advisor Net Financial, Inc Spdr Index Shs Fds S&P Intl Di Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 07, 2022	SELL	$33.7 - $39.38 $1,685 - $1,969	-50 Closed	0 $0
Q3 2021 Oct 15, 2021	SELL	$37.97 - $40.74 $1,746 - $1,874	-46 Reduced 47.92%	50 $2,000
Q1 2021 Apr 14, 2021	SELL	$36.33 - $38.6 $2,252 - $2,393	-62 Reduced 39.24%	96 $4,000
Q4 2020 Feb 04, 2021	SELL	$32.49 - $37.03 $3,671 - $4,184	-113 Reduced 41.7%	158 $6,000
Q3 2020 Nov 06, 2020	SELL	$33.28 - $35.28 $599 - $635	-18 Reduced 6.23%	271 $9,000
Q2 2020 Aug 26, 2020	SELL	$29.2 - $35.76 $3,416 - $4,183	-117 Reduced 28.82%	289 $10,000
Q3 2019 Oct 23, 2019	SELL	$38.77 - $39.31 $1,589 - $1,611	-41 Reduced 9.17%	406 $16,000
Q1 2019 May 14, 2019	SELL	N/A	-7 Reduced 1.54%	447 $17,000
Q4 2018 Feb 08, 2019	SELL	N/A	-1,591 Reduced 77.8%	454 $16,000
Q2 2018 Jul 27, 2018	SELL	N/A	-77 Reduced 3.63%	2,045 $78,000
Q4 2017 Feb 27, 2018	BUY	N/A	2,122	2,122 $87,000

Others Institutions Holding DWX

# of Institutions

132

Shares Held

5.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

996K
Shares

$36.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

871K
Shares

$31.7 Million
0.0% of portfolio
Ubs Group Ag

405K
Shares

$14.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

274K
Shares

$9.97 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$7.97 Million
0.24% of portfolio

About SPDR INDEX SHS FDS S&P INTL DI

Ticker DWX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Advisor Net Financial, Inc with notifications on news.