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 $281,518. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,618
Previous 9,618 -0.0%
Holding current value
$281,518
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
231
Shares Held
42M
Call Options Held
0
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
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, 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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email