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

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

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 6,490 shares of CWI stock, worth $231,498. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,490
Previous 6,490 -0.0%
Holding current value
$231,498
Previous $211,000 7.11%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$26.38 - $32.66 $171,206 - $211,963
6,490 New
6,490 $211,000
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
281
Shares Held
50.2M
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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email