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

$34.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$28.6 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$13.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.73 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$8.02 Million
0.24% of portfolio

About SPDR INDEX SHS FDS S&P INTL DI

Ticker DWX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.