Ae Wealth Management LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,901 shares of CWI stock, worth $102,463. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,901
Previous 4,353 33.36%
Holding current value
$102,463
Previous $128,000 26.56%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$26.38 - $32.66 $38,303 - $47,422
-1,452 Reduced 33.36%
2,901 $94,000
Q1 2025

May 06, 2025
BUY
$27.47 - $30.62 $117,736 - $131,237
4,286 Added 6397.01%
4,353 $128,000
Q4 2024

Feb 13, 2025
BUY
$27.88 - $30.51 $1,867 - $2,044
67 New
67 $1,000
Q4 2023

Feb 14, 2024
BUY
$23.83 - $27.04 $758,461 - $860,629
31,828 Added 14.28%
254,773 $6.89 Million
Q3 2023

Oct 11, 2023
SELL
$24.77 - $27.04 $97,915 - $106,889
-3,953 Reduced 1.74%
222,945 $5.55 Million
Q2 2023

Jul 10, 2023
BUY
$25.26 - $26.55 $2.43 Million - $2.55 Million
96,231 Added 73.65%
226,898 $5.93 Million
Q1 2023

Apr 14, 2023
BUY
$24.17 - $26.36 $426,286 - $464,911
17,637 Added 15.6%
130,667 $3.36 Million
Q4 2022

Jan 31, 2023
BUY
$21.09 - $25.07 $2.38 Million - $2.83 Million
113,030 New
113,030 $2.72 Million
Q2 2022

Aug 03, 2022
BUY
$23.43 - $28.02 $7,474 - $8,938
319 Added 2.49%
13,137 $312,000
Q1 2022

Apr 18, 2022
BUY
$25.48 - $29.95 $25,046 - $29,440
983 Added 8.31%
12,818 $353,000
Q4 2021

Jan 20, 2022
BUY
$28.37 - $30.32 $335,758 - $358,837
11,835 New
11,835 $347,000

Others Institutions Holding CWI

# of Institutions
269
Shares Held
46.5M
Call Options Held
12.2K
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 Ae Wealth Management LLC Portfolio

Follow Ae 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email