Summit Wealth Group, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Summit Wealth Group, LLC

$347 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$28.97 - $30.57 $1,158 - $1,222	-40 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$27.86 - $29.87 $1,114 - $1,194	40 New	40 $1,000

Others Institutions Holding CWI

# of Institutions

233

Shares Held

41.2M

Call Options Held

6.7K

Put Options Held

60.7K

Bank Of America Corp Charlotte, NC

6.68M
Shares

$192 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.62M
Shares

$104 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

1.76M
Shares

$50.7 Million
0.08% of portfolio
Avantax Planning Partners, Inc.

1.62M
Shares

$46.7 Million
1.78% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

1.53M
Shares

$43.9 Million
1.74% of portfolio

About SPDR SER TR SPDR MSCI ACWI EX

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