Mount Yale Investment Advisors, LLC Spdr Index Shs Fds S&P Intl Di Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 46,072 shares of DWX stock, worth $1.68 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
46,072
Previous 47,020
2.02%
Holding current value
$1.68 Million
Previous $1.62 Million
9.33%
% of portfolio
0.17%
Previous 0.13%
Shares
27 transactions
Others Institutions Holding DWX
# of Institutions
137Shares Held
5.46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY939KShares$34.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC782KShares$28.5 Million0.0% of portfolio
-
Ubs Group Ag357KShares$13 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA266KShares$9.69 Million0.0% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management219KShares$7.99 Million0.24% of portfolio