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

Summit Wealth Group, LLC

$147 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	N/A	-40 Closed	0 $0
Q1 2021 May 11, 2021	BUY	N/A	40 New	40 $1,000

Others Institutions Holding CWI

# of Institutions

226

Shares Held

43.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.78M
Shares

$196 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.4M
Shares

$98.4 Million
0.07% of portfolio
Avantax Planning Partners, Inc.

1.98M
Shares

$57.4 Million
1.83% of portfolio
Jane Street Group, LLC New York, NY

1.91M
Shares

$55.3 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

1.75M
Shares

$50.6 Million
0.08% of portfolio

About SPDR SER TR SPDR MSCI ACWI EX

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