Jfs Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 6,729 shares of CWI stock, worth $237,668. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,729
Previous 6,729
-0.0%
Holding current value
$237,668
Previous $199,000
10.05%
% of portfolio
0.01%
Previous 0.01%
Shares
24 transactions
Others Institutions Holding CWI
# of Institutions
269Shares Held
46.5MCall Options Held
12.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC7.86MShares$277 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.85MShares$136 Million0.08% of portfolio
-
Avantax Planning Partners, Inc.2.39MShares$84.6 Million2.51% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.65MShares$58.4 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$51.7 Million0.02% of portfolio