American Institute For Advanced Investment Management, LLP Spdr Index Shs Fds S&P Intl Di Transaction History

American Institute For Advanced Investment Management, LLP

$141 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 21, 2022	SELL	$33.7 - $39.38 $132,811 - $155,196	-3,941 Reduced 9.67%	36,802 $1.26 Million
Q1 2022 Apr 20, 2022	SELL	$36.57 - $39.7 $107,662 - $116,876	-2,944 Reduced 6.74%	40,743 $1.58 Million
Q4 2021 Feb 10, 2022	SELL	$37.48 - $39.36 $77,508 - $81,396	-2,068 Reduced 4.52%	43,687 $1.7 Million
Q3 2021 Oct 19, 2021	BUY	$37.97 - $40.74 $339,072 - $363,808	8,930 Added 24.25%	45,755 $1.74 Million
Q2 2021 Jul 20, 2021	BUY	$38.39 - $41.14 $259,785 - $278,394	6,767 Added 22.51%	36,825 $1.45 Million
Q1 2021 May 18, 2021	BUY	$36.33 - $38.6 $106,047 - $112,673	2,919 Added 10.76%	30,058 $1.15 Million
Q4 2020 Jan 28, 2021	BUY	$32.49 - $37.03 $881,746 - $1 Million	27,139 New	27,139 $992,000

Others Institutions Holding DWX

# of Institutions

137

Shares Held

5.46M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

939K
Shares

$34.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$28.8 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$13.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.79 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$8.07 Million
0.24% of portfolio

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