Integrated Wealth Concepts LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Integrated Wealth Concepts LLC

  • $7.02 Billion
  • Q2 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,121 shares of CWI stock, worth $236,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,121
Previous 8,395 3.26%
Holding current value
$236,970
Previous $238,000 3.78%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$27.18 - $29.31 $7,447 - $8,030
-274 Reduced 3.26%
8,121 $229,000
Q1 2024

May 15, 2024
SELL
$26.02 - $28.41 $11,656 - $12,727
-448 Reduced 5.07%
8,395 $238,000
Q4 2023

Feb 13, 2024
SELL
$23.83 - $27.04 $18,015 - $20,442
-756 Reduced 7.88%
8,843 $239,000
Q2 2023

Aug 15, 2023
BUY
$25.26 - $26.55 $242,470 - $254,853
9,599 New
9,599 $250,000

Others Institutions Holding CWI

# of Institutions
229
Shares Held
42.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
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