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 340,329 shares of CWI stock, worth $9.8 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
340,329
Previous 346,053 1.65%
Holding current value
$9.8 Million
Previous $9.8 Million 5.75%
% of portfolio
1.94%
Previous 1.98%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR SPDR MSCI ACWI EX


  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
Track This Portfolio

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.