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

Fsm Wealth Advisors, LLC

$603 Million
Q2 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 9,865 shares of CWI stock, worth $350,306. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,865

Previous 9,740 1.28%

Holding current value

$350,306

Previous $288,000 11.81%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$26.38 - $32.66 $3,297 - $4,082	125 Added 1.28%	9,865 $322,000
Q4 2024 Jan 24, 2025	BUY	$27.88 - $30.51 $3,401 - $3,722	122 Added 1.27%	9,740 $272,000
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

268

Shares Held

46.5M

Call Options Held

12.2K

Put Options Held

View Full List

About SPDR SER TR SPDR MSCI ACWI EX

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