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

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 9,618 shares of CWI stock, worth $271,131. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,618
Previous 9,618 -0.0%
Holding current value
$271,131
Previous $272,000 7.35%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 12, 2024
BUY
$27.18 - $29.31 $3,370 - $3,634
124 Added 1.31%
9,618 $272,000
Q1 2024

May 14, 2024
BUY
$26.02 - $28.41 $1,327 - $1,448
51 Added 0.54%
9,494 $269,000
Q4 2023

May 14, 2024
BUY
$23.83 - $27.04 $2,645 - $3,001
111 Added 1.19%
9,443 $255,000
Q3 2023

Nov 14, 2023
BUY
$24.77 - $27.04 $5,449 - $5,948
220 Added 2.41%
9,332 $232,000
Q2 2023

Jul 12, 2023
BUY
$25.26 - $26.55 $126 - $132
5 Added 0.05%
9,112 $238,000
Q1 2023

Apr 24, 2023
BUY
$24.17 - $26.36 $220,116 - $240,060
9,107 New
9,107 $234,000

Others Institutions Holding CWI

# of Institutions
237
Shares Held
42.5M
Call Options Held
6.7K
Put Options Held
60.7K
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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