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

Hhm Wealth Advisors, LLC

$735 Million
Q1 2025

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 79,159 shares of CWI stock, worth $2.52 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

79,159

Previous 79,159 -0.0%

Holding current value

$2.52 Million

Previous $2.21 Million 5.88%

% of portfolio

0.32%

Previous 0.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$27.88 - $30.51 $14,218 - $15,560	-510 Reduced 0.64%	79,159 $2.21 Million
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

259

Shares Held

46.8M

Call Options Held

34.4K

Put Options Held

11.2K

View Full List

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
Sector ETFs
Industry ETFs

More about CWI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Account

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