Cliftonlarsonallen Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.66 Billion
  • Q2 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,207,777 shares of CWI stock, worth $35.2 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
1,207,777
Previous 1,181,413 2.23%
Holding current value
$35.2 Million
Previous $33.6 Million 1.91%
% of portfolio
0.73%
Previous 0.76%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
BUY
$27.18 - $29.31 $716,573 - $772,728
26,364 Added 2.23%
1,207,777 $34.2 Million
Q1 2024

May 02, 2024
BUY
$26.02 - $28.41 $1.86 Million - $2.03 Million
71,305 Added 6.42%
1,181,413 $33.6 Million
Q4 2023

Jan 16, 2024
BUY
$23.83 - $27.04 $273,377 - $310,202
11,472 Added 1.04%
1,110,108 $30 Million
Q3 2023

Oct 13, 2023
BUY
$24.77 - $27.04 $1.28 Million - $1.4 Million
51,723 Added 4.94%
1,098,636 $27.3 Million
Q2 2023

Jul 14, 2023
SELL
$25.26 - $26.55 $50,696 - $53,285
-2,007 Reduced 0.19%
1,046,913 $27.4 Million
Q1 2023

Apr 12, 2023
SELL
$24.17 - $26.36 $2.43 Million - $2.65 Million
-100,629 Reduced 8.75%
1,048,920 $27 Million
Q4 2022

Jan 19, 2023
BUY
$21.96 - $25.07 $25.2 Million - $28.8 Million
1,149,549 New
1,149,549 $0
Q2 2022

Jul 08, 2022
BUY
N/A
104,103 Added 9.95%
1,150,791 $27.4 Million
Q1 2022

Apr 27, 2022
BUY
N/A
149,368 Added 16.65%
1,046,688 $28.8 Million
Q4 2021

Jan 26, 2022
BUY
N/A
32,829 Added 3.8%
897,320 $26.3 Million
Q3 2021

Nov 02, 2021
BUY
N/A
839,178 Added 3315.21%
864,491 $25 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-784,039 Reduced 96.87%
25,313 $733,000
Q2 2021

Jul 21, 2021
SELL
N/A
-44,157 Reduced 5.17%
809,352 $24.4 Million
Q1 2021

May 24, 2021
SELL
N/A
-48,227 Reduced 5.35%
853,509 $24.7 Million
Q4 2020

Jan 14, 2021
SELL
N/A
-1,845 Reduced 0.2%
901,736 $24.9 Million
Q3 2020

Oct 13, 2020
BUY
N/A
19,578 Added 2.21%
903,581 $21.7 Million
Q2 2020

Jul 16, 2020
BUY
N/A
123,230 Added 16.2%
884,003 $20 Million
Q4 2019

Jan 29, 2020
BUY
N/A
50,270 Added 7.08%
760,773 $19.6 Million
Q3 2019

Oct 07, 2019
BUY
N/A
321,004 Added 82.41%
710,503 $17.1 Million
Q2 2019

Jul 17, 2019
BUY
N/A
19,134 Added 5.17%
389,499 $14.3 Million
Q1 2019

Apr 09, 2019
BUY
N/A
42,520 Added 12.97%
370,365 $13.4 Million
Q4 2018

Jan 22, 2019
SELL
N/A
-8,226 Reduced 2.45%
327,845 $10.7 Million
Q3 2018

Nov 05, 2018
BUY
N/A
22,177 Added 7.07%
336,071 $12.6 Million
Q2 2018

Jul 23, 2018
BUY
N/A
11,722 Added 3.88%
313,894 $11.6 Million
Q1 2018

Apr 26, 2018
BUY
N/A
302,172 New
302,172 $11.7 Million

Others Institutions Holding CWI

# of Institutions
229
Shares Held
44M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

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