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

Fsm Wealth Advisors, LLC

$405 Million
Q4 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 9,740 shares of CWI stock, worth $290,739. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,740

Previous 9,618 1.27%

Holding current value

$290,739

Previous $292,000 6.85%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

255

Shares Held

46.5M

Call Options Held

42.5K

Put Options Held

47.1K

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