Simplicity Wealth,Llc Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,972 shares of CWI stock, worth $380,589. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,972

Holding current value

$380,589

% of portfolio

0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$27.47 - $30.62 $328,870 - $366,582	11,972 New	11,972 $356,000
Q3 2024 Oct 09, 2024	SELL	$27.15 - $30.78 $315,564 - $357,755	-11,623 Reduced 49.46%	11,875 $361,000
Q2 2024 Jul 10, 2024	BUY	$27.18 - $29.31 $40,498 - $43,671	1,490 Added 6.77%	23,498 $665,000
Q1 2024 Apr 24, 2024	BUY	$26.02 - $28.41 $235,845 - $257,508	9,064 Added 70.02%	22,008 $625,000
Q4 2023 Jan 29, 2024	BUY	$23.83 - $27.04 $85,096 - $96,559	3,571 Added 38.1%	12,944 $350,000
Q3 2023 Oct 19, 2023	BUY	$24.77 - $27.04 $4,260 - $4,650	172 Added 1.87%	9,373 $233,000
Q2 2023 Jul 26, 2023	BUY	$25.26 - $26.55 $232,417 - $244,286	9,201 New	9,201 $240,000

Others Institutions Holding CWI

# of Institutions

260

Shares Held

46.8M

Call Options Held

34.4K

Put Options Held

11.2K

View Full List

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
Sector ETFs
Industry ETFs

More about CWI

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Simplicity Wealth,Llc Spdr Ser Tr Spdr Msci Acwi Ex Transaction History