Sequoia Financial Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Sequoia Financial Advisors, LLC

  • $8.06 Billion
  • Q2 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 571,466 shares of CWI stock, worth $16.7 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
571,466
Previous 647,866 11.79%
Holding current value
$16.7 Million
Previous $18.4 Million 12.07%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Jul 15, 2024
SELL
$27.18 - $29.31 $2.08 Million - $2.24 Million
-76,400 Reduced 11.79%
571,466 $16.2 Million
Q1 2024

Apr 30, 2024
SELL
$26.02 - $28.41 $356,109 - $388,819
-13,686 Reduced 2.07%
647,866 $18.4 Million
Q4 2023

Jan 25, 2024
SELL
$23.83 - $27.04 $929,393 - $1.05 Million
-39,001 Reduced 5.57%
661,552 $17.9 Million
Q3 2023

Nov 08, 2023
SELL
$24.77 - $27.04 $279,678 - $305,308
-11,291 Reduced 1.59%
700,553 $17.4 Million
Q2 2023

Aug 08, 2023
SELL
$25.26 - $26.55 $926,940 - $974,278
-36,696 Reduced 4.9%
711,844 $18.6 Million
Q1 2023

Apr 24, 2023
SELL
$24.17 - $26.36 $2.08 Million - $2.27 Million
-86,000 Reduced 10.31%
748,540 $19.3 Million
Q4 2022

Feb 10, 2023
SELL
$21.96 - $25.07 $241 - $275
-11 Reduced -0.0%
834,540 $20.1 Million
Q4 2022

Jan 17, 2023
SELL
$21.96 - $25.07 $182,531 - $208,381
-8,312 Reduced 0.99%
834,551 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-47,286 Reduced 5.31%
842,863 $17.9 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-51,400 Reduced 5.46%
890,149 $21.2 Million
Q1 2022

May 13, 2022
SELL
N/A
-12,811 Reduced 1.34%
941,549 $25.9 Million
Q4 2021

Feb 11, 2022
BUY
N/A
604,179 Added 172.53%
954,360 $28 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-600,578 Reduced 63.17%
350,181 $10.1 Million
Q2 2021

Jul 27, 2021
BUY
N/A
38,727 Added 4.25%
950,759 $28.7 Million
Q1 2021

May 14, 2021
SELL
N/A
-154,009 Reduced 14.45%
912,032 $26.4 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-28,201 Reduced 2.58%
1,066,041 $29.5 Million
Q3 2020

Oct 23, 2020
SELL
N/A
-122,728 Reduced 10.08%
1,094,242 $26.3 Million
Q2 2020

Aug 25, 2020
BUY
N/A
1,216,970 New
1,216,970 $27.6 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-1,393,726 Closed
0 $27.6 Million
Q1 2020

May 11, 2020
BUY
N/A
117,889 Added 9.24%
1,393,726 $27.5 Million
Q4 2019

Feb 13, 2020
BUY
N/A
55,380 Added 4.54%
1,275,837 $32.9 Million
Q3 2019

Oct 22, 2019
BUY
N/A
229,121 Added 23.11%
1,220,457 $29.3 Million
Q2 2019

Jul 31, 2019
BUY
N/A
136,762 Added 16.0%
991,336 $36.4 Million
Q1 2019

May 13, 2019
BUY
N/A
378,948 Added 79.67%
854,574 $30.9 Million
Q4 2018

Feb 14, 2019
BUY
N/A
107,966 Added 29.37%
475,626 $15.6 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-35,773 Reduced 8.87%
367,660 $13.7 Million
Q2 2018

Aug 14, 2018
BUY
N/A
4,592 Added 1.15%
403,433 $14.9 Million
Q1 2018

May 14, 2018
BUY
N/A
6,112 Added 1.56%
398,841 $15.5 Million
Q4 2017

Feb 13, 2018
BUY
N/A
8,909 Added 2.32%
392,729 $15.3 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-3,710 Reduced 0.96%
383,820 $14.5 Million
Q2 2017

Aug 09, 2017
BUY
N/A
387,530
387,530 $13.8 Million

Others Institutions Holding CWI

# of Institutions
229
Shares Held
44M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

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