Ifp Advisors, Inc Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Ifp Advisors, Inc holds 64 shares of CWI stock, worth $1,862. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 64 -0.0%

Holding current value

$1,862

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$27.18 - $29.31 $3,288 - $3,546	-121 Reduced 65.41%	64 $1,000
Q1 2024 Jul 30, 2024	SELL	$26.02 - $28.41 $1,040 - $1,136	-40 Reduced 17.78%	185 $5,000
Q4 2023 Jan 09, 2024	SELL	$23.83 - $27.04 $4,623 - $5,245	-194 Reduced 46.3%	225 $6,000
Q3 2023 Oct 12, 2023	BUY	$24.77 - $27.04 $7,802 - $8,517	315 Added 302.88%	419 $10,000
Q1 2023 Apr 18, 2023	SELL	$24.17 - $26.36 $37,801 - $41,227	-1,564 Reduced 93.76%	104 $2,000
Q4 2022 Feb 07, 2023	BUY	$21.09 - $25.07 $2,193 - $2,607	104 Added 6.65%	1,668 $66,000
Q3 2022 Nov 08, 2022	BUY	$21.19 - $25.02 $18,435 - $21,767	870 Added 125.36%	1,564 $60,000
Q2 2022 Sep 06, 2022	BUY	$23.43 - $28.02 $16,260 - $19,445	694 New	694 $26,000
Q2 2022 Aug 12, 2022	SELL	$23.43 - $28.02 $16,260 - $19,445	-694 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$25.48 - $29.95 $17,683 - $20,785	694 New	694 $0
Q3 2021 Oct 06, 2021	SELL	$28.97 - $30.57 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$29.34 - $30.85 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$27.86 - $29.87 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$23.53 - $27.91 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$22.74 - $24.92 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$18.9 - $23.48 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$17.27 - $26.2 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$23.32 - $26.04 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	SELL	$23.97 - $24.43 $47,772 - $48,688	-1,993 Closed	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-350 Reduced 14.94%	1,993 $72,000
Q2 2018 Aug 07, 2018	SELL	N/A	-3,587 Reduced 60.49%	2,343 $0
Q1 2018 Jun 03, 2019	BUY	N/A	3,146 Added 113.0%	5,930 $231,000
Q1 2018 May 09, 2018	SELL	N/A	-3,146 Reduced 53.05%	2,784 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-396 Reduced 6.26%	5,930 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-99 Reduced 1.54%	6,326 $239,000
Q2 2017 Jun 03, 2019	BUY	N/A	5,578 Added 658.56%	6,425 $229,000
Q1 2017 Jun 03, 2019	SELL	N/A	-568 Reduced 40.14%	847 $29,000
Q4 2016 Jun 03, 2019	BUY	N/A	442 Added 45.43%	1,415 $45,000
Q2 2016 Jun 03, 2019	SELL	N/A	-1,020 Reduced 51.18%	973 $30,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,993	1,993 $72,000

Others Institutions Holding CWI

# of Institutions

260

Shares Held

47M

Call Options Held

42.5K

Put Options Held

47.1K

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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account