Mount Yale Investment Advisors, LLC Ishares Msci Acwi ETF Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,270 shares of ACWI stock, worth $961,304. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,270
Holding current value
$961,304
% of portfolio
0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$117.05 - $123.03 $968,003 - $1.02 Million
8,270 New
8,270 $971,000
Q3 2023

Oct 11, 2023
BUY
$92.02 - $99.39 $24,017 - $25,940
261 Added 11.26%
2,579 $238,000
Q1 2023

May 11, 2023
BUY
$84.9 - $92.93 $196,798 - $215,411
2,318 New
2,318 $211,000
Q2 2022

Aug 02, 2022
SELL
$81.93 - $101.4 $191,716 - $237,276
-2,340 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$92.11 - $106.34 $215,537 - $248,835
2,340 New
2,340 $233,000

Others Institutions Holding ACWI

# of Institutions
796
Shares Held
80.7M
Call Options Held
257K
Put Options Held
1.84M
View Full List

About ISHARES MSCI ACWI ETF

ACWI Quotes by TradingView
  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, 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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email