Opal Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Opal Wealth Advisors, LLC

  • $293 Million
  • Q1 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 94,356 shares of CWI stock, worth $2.72 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
94,356
Previous 84,519 11.64%
Holding current value
$2.72 Million
Previous $2.29 Million 17.24%
% of portfolio
0.91%
Previous 0.9%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$26.02 - $28.41 $255,958 - $279,469
9,837 Added 11.64%
94,356 $2.68 Million
Q4 2023

Jan 19, 2024
BUY
$23.83 - $27.04 $138,452 - $157,102
5,810 Added 7.38%
84,519 $2.29 Million
Q3 2023

Oct 18, 2023
BUY
$24.77 - $27.04 $117,855 - $128,656
4,758 Added 6.43%
78,709 $1.96 Million
Q2 2023

Jul 27, 2023
BUY
$25.26 - $26.55 $98,362 - $103,385
3,894 Added 5.56%
73,951 $1.93 Million
Q1 2023

Apr 19, 2023
BUY
$24.17 - $26.36 $374,006 - $407,894
15,474 Added 28.35%
70,057 $1.8 Million
Q4 2022

Feb 03, 2023
SELL
$21.96 - $25.07 $75,344 - $86,015
-3,431 Reduced 5.91%
54,583 $1.31 Million
Q3 2022

Oct 17, 2022
BUY
N/A
4,099 Added 7.6%
58,014 $1.23 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-5,463 Reduced 9.2%
53,915 $1.28 Million
Q1 2022

May 09, 2022
BUY
N/A
14,262 Added 31.61%
59,378 $1.63 Million
Q4 2021

Jan 31, 2022
BUY
N/A
4,490 Added 11.05%
45,116 $1.32 Million
Q3 2021

Nov 05, 2021
BUY
N/A
6,674 Added 19.66%
40,626 $1.18 Million
Q2 2021

Aug 02, 2021
BUY
N/A
1,777 Added 5.52%
33,952 $1.03 Million
Q1 2021

Apr 29, 2021
BUY
N/A
3,804 Added 13.41%
32,175 $930,000
Q4 2020

Feb 11, 2021
BUY
N/A
28,371 New
28,371 $784,000

Others Institutions Holding CWI

# of Institutions
226
Shares Held
43.9M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
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