Heritage Wealth Advisors Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$25.26 - $26.55 $3,182 - $3,345	-126 Reduced 37.5%	210 $5,000
Q1 2023 May 04, 2023	BUY	$24.17 - $26.36 $8,121 - $8,856	336 New	336 $8,000

Others Institutions Holding CWI

# of Institutions

231

Shares Held

42M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.48M
Shares

$190 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.62M
Shares

$106 Million
0.07% of portfolio
Avantax Planning Partners, Inc.

1.92M
Shares

$56.2 Million
1.75% of portfolio
High Tower Advisors, LLC Chicago, IL

1.77M
Shares

$51.8 Million
0.08% of portfolio
Jane Street Group, LLC New York, NY

1.54M
Shares

$45.1 Million
0.05% of portfolio

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
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