Forvis Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Forvis Wealth Advisors, LLC
- $4.41 Billion
- Q2 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 706,444 shares of CWI stock, worth $25 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
706,444
Previous 711,608
0.73%
Holding current value
$25 Million
Previous $21 Million
9.61%
% of portfolio
0.52%
Previous 0.53%
Shares
33 transactions
Others Institutions Holding CWI
# of Institutions
269Shares Held
46.5MCall Options Held
12.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC7.86MShares$277 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.85MShares$136 Million0.08% of portfolio
-
Avantax Planning Partners, Inc.2.39MShares$84.6 Million2.51% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.65MShares$58.4 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$51.7 Million0.02% of portfolio