Balasa Dinverno & Foltz LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 36,747 shares of CWI stock, worth $1.05 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
36,747
Previous 36,752
0.01%
Holding current value
$1.05 Million
Previous $874,000
10.87%
% of portfolio
0.05%
Previous 0.05%
Shares
21 transactions
Others Institutions Holding CWI
# of Institutions
234Shares Held
41.6MCall Options Held
6.7KPut Options Held
60.7K-
Bank Of America Corp Charlotte, NC6.68MShares$191 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.62MShares$104 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.76MShares$50.4 Million0.08% of portfolio
-
Avantax Planning Partners, Inc.1.62MShares$46.4 Million1.78% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA1.53MShares$43.7 Million1.74% of portfolio