A detailed history of Phillips Financial Management, LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Phillips Financial Management, LLC holds 247 shares of GWX stock, worth $8,032. This represents 0.0% of its overall portfolio holdings.

Number of Shares
247
Previous 247 -0.0%
Holding current value
$8,032
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$30.89 - $32.89 $92 - $98
3 Added 1.23%
247 $7,000
Q4 2023

Jan 25, 2024

BUY
$27.19 - $31.79 $81 - $95
3 Added 1.24%
244 $7,000
Q2 2023

Aug 11, 2023

BUY
$29.92 - $31.69 $119 - $126
4 Added 1.69%
241 $7,000
Q4 2022

Jan 24, 2023

BUY
$25.66 - $30.49 $76 - $91
3 Added 1.28%
237 $0
Q3 2022

Nov 08, 2022

BUY
$25.93 - $31.72 $6,067 - $7,422
234 New
234 $6,000

Others Institutions Holding GWX

About SPDR INDEX SHS FD SPDR S&P INT


  • Ticker GWX
  • Sector ETFs
  • Industry ETFs
More about GWX
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.