Monograph Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 49,665 shares of CWI stock, worth $1.51 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
49,665
Previous 49,665
-0.0%
Holding current value
$1.51 Million
Previous $1.41 Million
0.28%
% of portfolio
0.21%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding CWI
# of Institutions
229Shares Held
44MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.48MShares$197 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.53MShares$107 Million0.07% of portfolio
-
Avantax Planning Partners, Inc.1.92MShares$58.4 Million1.75% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.77MShares$53.8 Million0.08% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA1.6MShares$48.6 Million1.81% of portfolio