Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

BUY
$24.77 - $27.04 $1,188 - $1,297
48 Added 0.57%
8,464 $210,000
Q2 2023

Aug 02, 2023

SELL
$25.26 - $26.55 $44,533 - $46,807
-1,763 Reduced 17.32%
8,416 $219,000
Q1 2023

May 11, 2023

BUY
$24.17 - $26.36 $246,026 - $268,318
10,179 New
10,179 $261,000

Others Institutions Holding CWI

About SPDR SER TR SPDR MSCI ACWI EX


  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
Track This Portfolio

Track Executive Wealth Management, LLC Portfolio

Follow Executive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.