Fsm Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Fsm Wealth Advisors, LLC
- $443 Million
- Q1 2025
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 9,740 shares of CWI stock, worth $293,661. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,740
Previous 9,740
-0.0%
Holding current value
$293,661
Previous $272,000
5.88%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding CWI
# of Institutions
263Shares Held
47.3MCall Options Held
42.5KPut Options Held
47.1K-
Bank Of America Corp Charlotte, NC9.3MShares$280 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.74MShares$113 Million0.07% of portfolio
-
Avantax Planning Partners, Inc.2.07MShares$62.5 Million2.18% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$54.4 Million0.07% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA1.5MShares$45.1 Million1.6% of portfolio