Beta Wealth Group, Inc. Spdr Index Shs Fds S&P Intl Di Transaction History

Beta Wealth Group, Inc.

  • $189 Million
  • Q1 2024

A detailed history of Beta Wealth Group, Inc. transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 5,914 shares of DWX stock, worth $203,619. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,914
Previous 6,392 7.48%
Holding current value
$203,619
Previous $227,000 8.81%
% of portfolio
0.11%
Previous 0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$33.95 - $35.74 $16,228 - $17,083
-478 Reduced 7.48%
5,914 $207,000
Q4 2023

Feb 09, 2024
SELL
$31.99 - $35.64 $85,253 - $94,980
-2,665 Reduced 29.42%
6,392 $227,000
Q3 2023

Nov 13, 2023
BUY
$32.87 - $35.85 $1,216 - $1,326
37 Added 0.41%
9,057 $297,000
Q2 2023

Aug 11, 2023
SELL
$33.81 - $35.83 $7,708 - $8,169
-228 Reduced 2.47%
9,020 $310,000
Q1 2023

May 09, 2023
SELL
$32.57 - $35.0 $216,590 - $232,750
-6,650 Reduced 41.83%
9,248 $317,000
Q4 2022

Feb 10, 2023
BUY
$29.83 - $33.16 $262,384 - $291,675
8,796 Added 123.85%
15,898 $513,000
Q3 2022

Nov 01, 2022
SELL
N/A
-42,676 Reduced 85.73%
7,102 $205,000
Q2 2022

Aug 05, 2022
SELL
N/A
-38,261 Reduced 43.46%
49,778 $1.71 Million
Q1 2022

May 12, 2022
SELL
N/A
-2,309 Reduced 2.56%
88,039 $3.41 Million
Q3 2021

Nov 12, 2021
BUY
N/A
6,453 Added 7.69%
90,348 $3.43 Million
Q2 2021

Aug 16, 2021
BUY
N/A
10,366 Added 14.1%
83,895 $3.31 Million
Q1 2021

May 11, 2021
BUY
N/A
8,164 Added 12.49%
73,529 $2.8 Million
Q4 2020

Mar 18, 2021
BUY
N/A
65,365 New
65,365 $2.39 Million

Others Institutions Holding DWX

# of Institutions
133
Shares Held
6.39M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S&P INTL DI

DWX Quotes by TradingView
  • Ticker DWX
  • Sector ETFs
  • Industry ETFs
More about DWX
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