Optimum Investment Advisors Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Optimum Investment Advisors

$222 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 15, 2021	SELL	$27.86 - $29.87 $1,142 - $1,224	-41 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$17.27 - $26.2 $708 - $1,074	41 New	41 $1,000

Others Institutions Holding CWI

# of Institutions

256

Shares Held

46.4M

Call Options Held

42.5K

Put Options Held

47.1K

Bank Of America Corp Charlotte, NC

9.3M
Shares

$285 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.74M
Shares

$115 Million
0.07% of portfolio
Avantax Planning Partners, Inc.

1.92M
Shares

$58.9 Million
1.95% of portfolio
High Tower Advisors, LLC Chicago, IL

1.81M
Shares

$55.3 Million
0.07% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

1.5M
Shares

$45.8 Million
1.6% of portfolio

About SPDR SER TR SPDR MSCI ACWI EX

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