Iag Wealth Partners, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Iag Wealth Partners, LLC

$544 Million
Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 333,068 shares of CWI stock, worth $9.68 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

333,068

Previous 340,329 2.13%

Holding current value

$9.68 Million

Previous $10.4 Million 10.17%

% of portfolio

1.71%

Previous 1.94%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$27.88 - $30.51 $202,436 - $221,533	-7,261 Reduced 2.13%	333,068 $9.31 Million
Q3 2024 Oct 29, 2024	SELL	$27.15 - $30.78 $155,406 - $176,184	-5,724 Reduced 1.65%	340,329 $10.4 Million
Q2 2024 Jul 16, 2024	SELL	$27.18 - $29.31 $99,913 - $107,743	-3,676 Reduced 1.05%	346,053 $9.8 Million
Q1 2024 Apr 24, 2024	SELL	$26.02 - $28.41 $113,759 - $124,208	-4,372 Reduced 1.23%	349,729 $9.93 Million
Q4 2023 Feb 02, 2024	BUY	$23.83 - $27.04 $639,883 - $726,078	26,852 Added 8.21%	354,101 $9.57 Million
Q3 2023 Oct 24, 2023	BUY	$24.77 - $27.04 $84,663 - $92,422	3,418 Added 1.06%	327,249 $8.15 Million
Q2 2023 Aug 10, 2023	BUY	$25.26 - $26.55 $69,086 - $72,614	2,735 Added 0.85%	323,831 $8.46 Million
Q1 2023 Apr 25, 2023	BUY	$24.17 - $26.36 $567,124 - $618,511	23,464 Added 7.88%	321,096 $8.26 Million
Q4 2022 Feb 08, 2023	BUY	$21.09 - $25.07 $1.23 Million - $1.47 Million	58,555 Added 24.49%	297,632 $7.16 Million
Q3 2022 Oct 26, 2022	BUY	$21.19 - $25.02 $868,662 - $1.03 Million	40,994 Added 20.7%	239,077 $5.07 Million
Q2 2022 Aug 03, 2022	BUY	$23.43 - $28.02 $2.43 Million - $2.91 Million	103,790 Added 110.07%	198,083 $4.71 Million
Q1 2022 May 04, 2022	BUY	$25.48 - $29.95 $915,904 - $1.08 Million	35,946 Added 61.61%	94,293 $2.6 Million
Q4 2021 Feb 14, 2022	BUY	$28.37 - $30.32 $667,744 - $713,641	23,537 Added 67.62%	58,347 $1.71 Million
Q3 2021 Nov 04, 2021	BUY	$28.97 - $30.57 $469,690 - $495,631	16,213 Added 87.18%	34,810 $1.01 Million
Q2 2021 Aug 04, 2021	BUY	$29.34 - $30.85 $320,803 - $337,313	10,934 Added 142.69%	18,597 $562,000
Q1 2021 Apr 29, 2021	BUY	$27.86 - $29.87 $213,491 - $228,893	7,663 New	7,663 $222,000

Others Institutions Holding CWI

# of Institutions

249

Shares Held

43.6M

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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Iag Wealth Partners, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History