Masso Torrence Wealth Management Inc. Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Masso Torrence Wealth Management Inc.

  • $200 Million
  • Q2 2025

A detailed history of Masso Torrence Wealth Management Inc. transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 29,571 shares of CWI stock, worth $984,418. This represents 0.48% of its overall portfolio holdings.

Number of Shares
29,571
Previous 27,606 7.12%
Holding current value
$984,418
Previous $816,000 18.26%
% of portfolio
0.48%
Previous 0.47%

Shares

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

Jul 14, 2025
BUY
$26.38 - $32.66 $51,836 - $64,176
1,965 Added 7.12%
29,571 $965,000
Q1 2025

Apr 22, 2025
SELL
$27.47 - $30.62 $141,964 - $158,244
-5,168 Reduced 15.77%
27,606 $816,000
Q4 2024

Jan 23, 2025
SELL
$27.88 - $30.51 $70,536 - $77,190
-2,530 Reduced 7.17%
32,774 $915,000
Q3 2024

Oct 23, 2024
SELL
$27.15 - $30.78 $3,067 - $3,478
-113 Reduced 0.32%
35,304 $1.07 Million
Q2 2024

Jul 22, 2024
BUY
$27.18 - $29.31 $111,736 - $120,493
4,111 Added 13.13%
35,417 $1 Million
Q1 2024

Apr 23, 2024
SELL
$26.02 - $28.41 $118,703 - $129,606
-4,562 Reduced 12.72%
31,306 $889,000
Q4 2023

Feb 01, 2024
SELL
$23.83 - $27.04 $162,401 - $184,277
-6,815 Reduced 15.97%
35,868 $969,000
Q3 2023

Nov 07, 2023
BUY
$24.77 - $27.04 $66,804 - $72,926
2,697 Added 6.74%
42,683 $1.06 Million
Q2 2023

Aug 11, 2023
BUY
$25.26 - $26.55 $200,842 - $211,099
7,951 Added 24.82%
39,986 $1.04 Million
Q1 2023

May 12, 2023
BUY
$24.17 - $26.36 $68,038 - $74,203
2,815 Added 9.63%
32,035 $824,000
Q4 2022

Feb 14, 2023
SELL
$21.09 - $25.07 $466,110 - $554,072
-22,101 Reduced 43.06%
29,220 $703,000
Q3 2022

Nov 14, 2022
BUY
$21.19 - $25.02 $39,286 - $46,387
1,854 Added 3.75%
51,321 $1.09 Million
Q2 2022

Jul 28, 2022
BUY
$23.43 - $28.02 $38,284 - $45,784
1,634 Added 3.42%
49,467 $1.18 Million
Q1 2022

Apr 26, 2022
BUY
$25.48 - $29.95 $59,317 - $69,723
2,328 Added 5.12%
47,833 $1.32 Million
Q4 2021

Feb 10, 2022
BUY
$28.37 - $30.32 $1.29 Million - $1.38 Million
45,505 New
45,505 $1.33 Million

Others Institutions Holding CWI

# of Institutions
263
Shares Held
46.7M
Call Options Held
34.4K
Put Options Held
11.2K
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 Masso Torrence Wealth Management Inc. Portfolio

Follow Masso Torrence Wealth Management Inc. 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 Masso Torrence Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email