A detailed history of Modera Wealth Management, LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Modera Wealth Management, LLC holds 18,301 shares of GWX stock, worth $580,507. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,301
Previous 12,801 42.97%
Holding current value
$580,507
Previous $406,000 53.69%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$30.27 - $34.42 $166,485 - $189,310
5,500 Added 42.97%
18,301 $624,000
Q2 2024

Jul 29, 2024

BUY
$30.89 - $32.89 $30 - $32
1 Added 0.01%
12,801 $406,000
Q4 2023

Feb 14, 2024

BUY
$27.19 - $31.79 $27 - $31
1 Added 0.01%
12,800 $406,000
Q3 2023

Nov 30, 2023

SELL
$29.06 - $31.84 $8.05 Million - $8.82 Million
-277,095 Reduced 95.58%
12,799 $372,000
Q3 2023

Nov 01, 2023

BUY
$29.06 - $31.84 $8.05 Million - $8.82 Million
277,040 Added 2155.28%
289,894 $8.45 Million
Q2 2023

Aug 07, 2023

BUY
$29.92 - $31.69 $12,745 - $13,499
426 Added 3.43%
12,854 $392,000
Q1 2023

May 05, 2023

SELL
$29.24 - $32.3 $1,578 - $1,744
-54 Reduced 0.43%
12,428 $384,000
Q4 2022

Feb 07, 2023

BUY
$25.66 - $30.49 $320,288 - $380,576
12,482 New
12,482 $367,000

Others Institutions Holding GWX

About SPDR INDEX SHS FD SPDR S&P INT


  • Ticker GWX
  • Sector ETFs
  • Industry ETFs
More about GWX
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.