Avantax Planning Partners, Inc. Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,074,367 shares of CWI stock, worth $65.9 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

2,074,367

Previous 1,922,233 7.91%

Holding current value

$65.9 Million

Previous $53.7 Million 14.25%

% of portfolio

2.18%

Previous 1.95%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$27.47 - $30.62 $4.18 Million - $4.66 Million	152,134 Added 7.91%	2,074,367 $61.4 Million
Q4 2024 Feb 07, 2025	BUY	$27.88 - $30.51 $8.43 Million - $9.22 Million	302,339 Added 18.66%	1,922,233 $53.7 Million
Q3 2024 Nov 13, 2024	SELL	$27.15 - $30.78 $8.16 Million - $9.25 Million	-300,418 Reduced 15.64%	1,619,894 $49.3 Million
Q2 2024 Aug 09, 2024	SELL	$27.18 - $29.31 $1.72 Million - $1.85 Million	-63,174 Reduced 3.18%	1,920,312 $54.4 Million
Q1 2024 May 02, 2024	SELL	$26.02 - $28.41 $6.39 Million - $6.98 Million	-245,572 Reduced 11.02%	1,983,486 $56.3 Million
Q4 2023 Feb 09, 2024	BUY	$23.83 - $27.04 $15.5 Million - $17.6 Million	650,295 Added 41.19%	2,229,058 $60.3 Million
Q3 2023 Nov 03, 2023	BUY	$24.77 - $27.04 $1.56 Million - $1.7 Million	62,908 Added 4.15%	1,578,763 $39.3 Million
Q2 2023 Jul 17, 2023	SELL	$25.26 - $26.55 $593,458 - $623,765	-23,494 Reduced 1.53%	1,515,855 $39.6 Million
Q1 2023 Apr 20, 2023	SELL	$24.17 - $26.36 $18,224 - $19,875	-754 Reduced 0.05%	1,539,349 $39.6 Million
Q4 2022 Feb 09, 2023	BUY	$21.09 - $25.07 $7.47 Million - $8.88 Million	354,035 Added 29.85%	1,540,103 $37.1 Million
Q3 2022 Oct 14, 2022	SELL	$21.19 - $25.02 $4.73 Million - $5.59 Million	-223,381 Reduced 15.85%	1,186,068 $25.2 Million
Q2 2022 Jul 18, 2022	BUY	$23.43 - $28.02 $456,767 - $546,249	19,495 Added 1.4%	1,409,449 $33.5 Million
Q1 2022 May 09, 2022	BUY	$25.48 - $29.95 $21 Million - $24.7 Million	825,869 Added 146.41%	1,389,954 $38.3 Million
Q4 2021 Jan 28, 2022	BUY	$28.37 - $30.32 $10.5 Million - $11.3 Million	371,489 Added 192.89%	564,085 $16.5 Million
Q3 2021 Oct 27, 2021	SELL	$28.97 - $30.57 $93,660 - $98,832	-3,233 Reduced 1.65%	192,596 $5.58 Million
Q2 2021 Aug 10, 2021	SELL	$29.34 - $30.85 $13,965 - $14,684	-476 Reduced 0.24%	195,829 $5.91 Million
Q1 2021 May 06, 2021	SELL	$27.86 - $29.87 $489,778 - $525,114	-17,580 Reduced 8.22%	196,305 $5.68 Million
Q4 2020 Feb 04, 2021	SELL	$23.53 - $27.91 $801,220 - $950,363	-34,051 Reduced 13.73%	213,885 $5.91 Million
Q3 2020 Oct 28, 2020	SELL	$22.74 - $24.92 $121,818 - $133,496	-5,357 Reduced 2.11%	247,936 $5.96 Million
Q2 2020 Jul 15, 2020	SELL	$18.9 - $23.48 $5.66 Million - $7.03 Million	-299,533 Reduced 54.18%	253,293 $5.74 Million
Q1 2020 Apr 27, 2020	BUY	$17.27 - $26.2 $361,150 - $547,894	20,912 Added 3.93%	552,826 $10.9 Million
Q4 2019 Jan 15, 2020	SELL	$23.32 - $26.04 $2.28 Million - $2.55 Million	-97,827 Reduced 15.53%	531,914 $13.7 Million
Q3 2019 Nov 08, 2019	BUY	$23.97 - $24.43 $5.03 Million - $5.13 Million	209,797 Added 49.96%	629,741 $15.1 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-14,693 Reduced 3.38%	419,944 $15.4 Million
Q1 2019 May 08, 2019	SELL	N/A	-1,474,028 Reduced 77.23%	434,637 $15.7 Million
Q4 2018 Feb 14, 2019	BUY	N/A	1,908,665 New	1,908,665 $62.5 Million

Others Institutions Holding CWI

# of Institutions

260

Shares Held

46.8M

Call Options Held

34.4K

Put Options Held

11.2K

View Full List

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
Sector ETFs
Industry ETFs

More about CWI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Spdr Ser Tr Spdr Msci Acwi Ex Transaction History