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

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 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 7,093 shares of CWI stock, worth $207,612. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,093
Previous 7,093 -0.0%
Holding current value
$207,612
Previous $200,000 7.5%
% of portfolio
0.01%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
231
Shares Held
42M
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 Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email