Transform Wealth, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

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 $323,409. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,193

Holding current value

$323,409

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$34.74 - $38.36 $319,364 - $352,643	9,193 New	9,193 $321,000

Others Institutions Holding DWX

# of Institutions

134

Shares Held

5.43M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

939K
Shares

$33 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$27.5 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$12.6 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.35 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

223K
Shares

$7.84 Million
0.21% of portfolio

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About SPDR INDEX SHS FDS S&P INTL DI

Ticker DWX
Sector ETFs
Industry ETFs

More about DWX

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Transform Wealth, LLC Spdr Index Shs Fds S&P Intl Di Transaction History