Element Wealth, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Element Wealth, LLC

$187 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 05, 2021	BUY	$32.49 - $37.03 $43,861 - $49,990	1,350 Added 51.35%	3,979 $145,000
Q4 2019 Feb 12, 2020	BUY	$38.29 - $40.52 $100,664 - $106,527	2,629 New	2,629 $106,000

Others Institutions Holding DWX

# of Institutions

137

Shares Held

5.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

939K
Shares

$34.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$28.6 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$13.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.73 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$8.02 Million
0.24% of portfolio

About SPDR INDEX SHS FDS S&P INTL DI

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