Strategic Financial Concepts, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 9,017 shares of CWI stock, worth $252,476. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,017
Previous 249,068
96.38%
Holding current value
$252,476
Previous $8.76 Million
3033.55%
% of portfolio
0.09%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CWI
# of Institutions
235Shares Held
42MCall Options Held
6.7KPut Options Held
60.7K-
Bank Of America Corp Charlotte, NC6.68MShares$187 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.62MShares$101 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.76MShares$49.3 Million0.08% of portfolio
-
Avantax Planning Partners, Inc.1.62MShares$45.4 Million1.78% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA1.53MShares$42.7 Million1.74% of portfolio