Simplicity Wealth,Llc Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 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 25,412 shares of CWI stock, worth $897,551. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,412
Previous 11,972
112.26%
Holding current value
$897,551
Previous $356,000
132.87%
% of portfolio
0.04%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding CWI
# of Institutions
269Shares Held
46.5MCall Options Held
12.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC7.86MShares$277 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.85MShares$136 Million0.08% of portfolio
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Avantax Planning Partners, Inc.2.39MShares$84.6 Million2.51% of portfolio
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High Tower Advisors, LLC Chicago, IL1.65MShares$58.4 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$51.7 Million0.02% of portfolio