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

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 79,669 shares of CWI stock, worth $2.23 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

79,669

Previous 88,674 10.16%

Holding current value

$2.23 Million

Previous $2.51 Million 3.39%

% of portfolio

0.35%

Previous 0.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$27.15 - $30.78 $244,485 - $277,173	-9,005 Reduced 10.16%	79,669 $2.43 Million
Q1 2024 May 14, 2024	SELL	$26.02 - $28.41 $85,475 - $93,326	-3,285 Reduced 3.57%	88,674 $2.52 Million
Q4 2023 Feb 05, 2024	SELL	$23.83 - $27.04 $63,983 - $72,602	-2,685 Reduced 2.84%	91,959 $2.49 Million
Q2 2021 Jul 27, 2021	BUY	$29.34 - $30.85 $2.78 Million - $2.92 Million	94,644 New	94,644 $2.86 Million

Others Institutions Holding CWI

# of Institutions

235

Shares Held

42M

Call Options Held

6.7K

Put Options Held

60.7K

View Full List

About SPDR SER TR SPDR MSCI ACWI EX

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