Retirement Group, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Sep 08, 2021	SELL	$18.9 - $23.48 $13,192 - $16,389	-698 Closed	0 $0
Q4 2019 Aug 30, 2021	BUY	$23.32 - $26.04 $16,277 - $18,175	698 New	698 $18,000

Others Institutions Holding CWI

# of Institutions

260

Shares Held

46.8M

Call Options Held

34.4K

Put Options Held

11.2K

Bank Of America Corp Charlotte, NC

7.57M
Shares

$246 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$126 Million
0.06% of portfolio
Avantax Planning Partners, Inc.

2.07M
Shares

$67.5 Million
2.18% of portfolio
High Tower Advisors, LLC Chicago, IL

1.86M
Shares

$60.4 Million
0.08% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

1.47M
Shares

$47.8 Million
1.78% of portfolio

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.