Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$25.48 - $29.95 $45,481 - $53,460	-1,785 Closed	0 $0
Q1 2020 Apr 01, 2020	BUY	$17.27 - $26.2 $30,826 - $46,767	1,785 New	1,785 $0

Others Institutions Holding CWI

# of Institutions

233

Shares Held

41.2M

Call Options Held

6.7K

Put Options Held

60.7K

Bank Of America Corp Charlotte, NC

6.68M
Shares

$192 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.62M
Shares

$104 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

1.76M
Shares

$50.7 Million
0.08% of portfolio
Avantax Planning Partners, Inc.

1.62M
Shares

$46.7 Million
1.78% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

1.53M
Shares

$43.9 Million
1.74% of portfolio

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