Sterling Group Wealth Management, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Sterling Group Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 149,409 shares of CWI stock, worth $4.36 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
149,409Holding current value
$4.36 Million% of portfolio
2.43%Shares
1 transactions
Others Institutions Holding CWI
# of Institutions
229Shares Held
44MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.48MShares$189 Million0.02% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA3.53MShares$103 Million0.07% of portfolio
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Avantax Planning Partners, Inc.1.92MShares$56 Million1.75% of portfolio
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High Tower Advisors, LLC Chicago, IL1.77MShares$51.6 Million0.08% of portfolio
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Globalt Investments LLC / Ga Atlanta, GA1.6MShares$46.6 Million1.81% of portfolio