Transform Wealth, LLC Spdr Index Shs Fds S&P Intl Di Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Transform Wealth, LLC holds 9,193 shares of DWX stock, worth $385,370. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,193
Previous 9,193
-0.0%
Holding current value
$385,370
Previous $321,000
10.28%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DWX
# of Institutions
139Shares Held
5.83MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY890KShares$37.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC735KShares$30.8 Million0.0% of portfolio
-
Ubs Group Ag365KShares$15.3 Million0.0% of portfolio
-
Columbia River Financial Group, LLC Vancouver, WA303KShares$12.7 Million7.76% of portfolio
-
Wells Fargo & Company San Francisco, CA301KShares$12.6 Million0.0% of portfolio