Avantax Planning Partners, Inc. Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Avantax Planning Partners, Inc.
- $3.11 Billion
- Q2 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 2,394,331 shares of CWI stock, worth $79.4 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
2,394,331
Previous 2,074,367
15.42%
Holding current value
$79.4 Million
Previous $61.4 Million
27.44%
% of portfolio
2.51%
Previous 2.18%
Shares
27 transactions
Others Institutions Holding CWI
# of Institutions
268Shares Held
45.9MCall Options Held
12.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC7.86MShares$261 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.85MShares$128 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.65MShares$54.8 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$48.6 Million0.02% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA1.44MShares$47.7 Million1.8% of portfolio