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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,818 shares of CWI stock, worth $240,811. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,818
Previous 6,730 1.31%
Holding current value
$240,811
Previous $199,000 11.56%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$26.38 - $32.66 $2,321 - $2,874
88 Added 1.31%
6,818 $222,000
Q1 2025

May 15, 2025
BUY
$27.47 - $30.62 $184,873 - $206,072
6,730 New
6,730 $199,000

Others Institutions Holding CWI

# of Institutions
269
Shares Held
46.5M
Call Options Held
12.2K
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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