Tobias Financial Advisors, Inc. Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Tobias Financial Advisors, Inc.
- $486 Million
- Q3 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 195,963 shares of CWI stock, worth $5.49 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
195,963
Previous 196,131
0.09%
Holding current value
$5.49 Million
Previous $5.55 Million
7.44%
% of portfolio
1.23%
Previous 1.23%
Shares
17 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