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 $1,843. This represents 0.0% of its overall portfolio holdings.

Number of Shares
64
Previous 185 65.41%
Holding current value
$1,843
Previous $5,000 80.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

About SPDR SER TR SPDR MSCI ACWI EX


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

Track Ifp Advisors, Inc Portfolio

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

News

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