Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 26, 2024

BUY
$24.17 - $26.36 $5,075 - $5,535
210 New
210 $5,000
Q2 2022

Aug 10, 2022

SELL
$23.43 - $28.02 $34,371 - $41,105
-1,467 Reduced 87.48%
210 $5,000
Q1 2020

May 15, 2020

SELL
$17.27 - $26.2 $1.08 Million - $1.64 Million
-62,635 Reduced 97.39%
1,677 $33,000
Q4 2019

Jan 28, 2020

SELL
$23.32 - $26.04 $3,054 - $3,411
-131 Reduced 0.2%
64,312 $1.66 Million
Q3 2019

Nov 14, 2019

BUY
$23.97 - $24.43 $506,965 - $516,694
21,150 Added 48.85%
64,443 $1.55 Million
Q2 2019

Aug 16, 2019

SELL
N/A
-10,901 Reduced 20.11%
43,293 $1.59 Million
Q1 2019

Aug 16, 2019

SELL
N/A
-10,457 Reduced 16.17%
54,194 $1.96 Million
Q4 2018

Apr 16, 2019

BUY
N/A
64,651 New
64,651 $2.12 Million

Others Institutions Holding CWI

About SPDR SER TR SPDR MSCI ACWI EX


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

Track Prestige Wealth Management Group LLC Portfolio

Follow Prestige Wealth Management Group 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 Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.