Morris Financial Concepts, Inc. Spdr Index Shs Fds S&P Intl Di Transaction History

Morris Financial Concepts, Inc.

$229 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	SELL	$31.99 - $35.64 $3,582 - $3,991	-112 Reduced 1.69%	6,524 $231,000
Q3 2023 Oct 24, 2023	BUY	$32.87 - $35.85 $1,413 - $1,541	43 Added 0.65%	6,636 $218,000
Q2 2023 Aug 09, 2023	SELL	$33.81 - $35.83 $3,482 - $3,690	-103 Reduced 1.54%	6,593 $226,000
Q1 2023 May 10, 2023	BUY	$32.57 - $35.0 $130 - $140	4 Added 0.06%	6,696 $229,000
Q4 2022 Jan 19, 2023	SELL	$28.02 - $33.16 $98,294 - $116,325	-3,508 Reduced 34.39%	6,692 $0
Q3 2022 Oct 25, 2022	BUY	$28.8 - $35.16 $12,528 - $15,294	435 Added 4.45%	10,200 $294,000
Q2 2022 Jul 25, 2022	BUY	$33.7 - $39.38 $3,639 - $4,253	108 Added 1.12%	9,765 $335,000
Q1 2022 Apr 29, 2022	SELL	$36.57 - $39.7 $1,060 - $1,151	-29 Reduced 0.3%	9,657 $375,000
Q4 2021 Feb 15, 2022	BUY	$37.48 - $39.36 $363,031 - $381,240	9,686 New	9,686 $377,000

Others Institutions Holding DWX

# of Institutions

137

Shares Held

5.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

939K
Shares

$32.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$27.4 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$12.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.3 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$7.67 Million
0.24% of portfolio

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