Jfs Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

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 6,644 shares of CWI stock, worth $191,546. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,644

Previous 7,093 6.33%

Holding current value

$191,546

Previous $215,000 13.95%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$27.88 - $30.51 $12,518 - $13,698	-449 Reduced 6.33%	6,644 $185,000
Q1 2024 Apr 30, 2024	SELL	$26.02 - $28.41 $42,386 - $46,279	-1,629 Reduced 18.68%	7,093 $201,000
Q4 2023 Feb 07, 2024	BUY	$23.83 - $27.04 $381 - $432	16 Added 0.18%	8,722 $235,000
Q2 2023 Aug 07, 2023	SELL	$25.26 - $26.55 $50 - $53	-2 Reduced 0.02%	8,706 $227,000
Q1 2023 Apr 19, 2023	SELL	$24.17 - $26.36 $7,516 - $8,197	-311 Reduced 3.45%	8,708 $224,000
Q4 2022 Feb 13, 2023	BUY	$21.09 - $25.07 $358 - $426	17 Added 0.19%	9,019 $216,000
Q3 2022 Oct 21, 2022	SELL	$21.19 - $25.02 $4,725 - $5,579	-223 Reduced 2.42%	9,002 $191,000
Q2 2022 Aug 02, 2022	BUY	$23.43 - $28.02 $445 - $532	19 Added 0.21%	9,225 $219,000
Q4 2021 Feb 03, 2022	SELL	$28.37 - $30.32 $11,177 - $11,946	-394 Reduced 4.1%	9,206 $270,000
Q2 2021 Aug 04, 2021	SELL	$29.34 - $30.85 $14,728 - $15,486	-502 Reduced 4.97%	9,600 $290,000
Q1 2021 Apr 28, 2021	BUY	$27.86 - $29.87 $2,618 - $2,807	94 Added 0.94%	10,102 $292,000
Q4 2020 Feb 01, 2021	SELL	$23.53 - $27.91 $5,341 - $6,335	-227 Reduced 2.22%	10,008 $277,000
Q3 2020 Oct 28, 2020	SELL	$22.74 - $24.92 $454 - $498	-20 Reduced 0.2%	10,235 $246,000
Q2 2020 Aug 05, 2020	BUY	$18.9 - $23.48 $20,034 - $24,888	1,060 Added 11.53%	10,255 $232,000
Q1 2020 Apr 29, 2020	SELL	$17.27 - $26.2 $690 - $1,048	-40 Reduced 0.43%	9,195 $181,000
Q4 2019 Feb 03, 2020	BUY	$23.32 - $26.04 $419 - $468	18 Added 0.2%	9,235 $238,000
Q3 2019 Oct 31, 2019	BUY	$23.97 - $24.43 $58,966 - $60,097	2,460 Added 36.41%	9,217 $222,000
Q2 2019 Aug 06, 2019	BUY	N/A	12 Added 0.18%	6,757 $248,000
Q4 2018 Jan 28, 2019	SELL	N/A	-142 Reduced 2.06%	6,745 $221,000
Q2 2018 Jul 26, 2018	BUY	N/A	9 Added 0.13%	6,887 $255,000
Q1 2018 Apr 26, 2018	SELL	N/A	-301 Reduced 4.19%	6,878 $267,000
Q4 2017 Jan 31, 2018	BUY	N/A	662 Added 10.16%	7,179 $280,000
Q3 2017 Oct 20, 2017	BUY	N/A	6,517	6,517 $247,000

Others Institutions Holding CWI

# of Institutions

241

Shares Held

42.9M

Call Options Held

6.7K

Put Options Held

60.7K

View Full List

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
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Jfs Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History