Monograph Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Monograph Wealth Advisors, LLC
- $765 Million
- Q2 2025
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 $1.75 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
49,665
Previous 49,665
-0.0%
Holding current value
$1.75 Million
Previous $1.47 Million
10.42%
% of portfolio
0.21%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding CWI
# of Institutions
269Shares Held
46.5MCall Options Held
12.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC7.86MShares$277 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.85MShares$136 Million0.08% of portfolio
-
Avantax Planning Partners, Inc.2.39MShares$84.6 Million2.51% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.65MShares$58.4 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$51.7 Million0.02% of portfolio