Portus Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Portus Wealth Advisors, LLC
- $100 Billion
- Q3 2025
A detailed history of Portus Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Portus Wealth Advisors, LLC holds 232,762 shares of CWI stock, worth $8.3 Million. This represents 8.11% of its overall portfolio holdings.
Number of Shares
232,762Holding current value
$8.3 Million% of portfolio
8.11%Shares
1 transactions
Others Institutions Holding CWI
# of Institutions
281Shares Held
50.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.2MShares$292 Million0.02% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA4.04MShares$144 Million0.09% of portfolio
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Merit Financial Group, LLC2.8MShares$99.7 Million1.01% of portfolio
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Avantax Planning Partners, Inc.2.37MShares$84.4 Million2.4% of portfolio
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High Tower Advisors, LLC Chicago, IL1.72MShares$61.4 Million0.07% of portfolio