Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 673,315 shares of CWI stock, worth $20.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

673,315

Previous 802,034 16.05%

Holding current value

$20.3 Million

Previous $22.4 Million 16.05%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$27.88 - $30.51 $3.59 Million - $3.93 Million	-128,719 Reduced 16.05%	673,315 $18.8 Million
Q4 2024 Jan 10, 2025	BUY	$27.88 - $30.51 $314,765 - $344,457	11,290 Added 1.43%	802,034 $22.4 Million
Q3 2024 Oct 23, 2024	SELL	$27.15 - $30.78 $1.18 Million - $1.34 Million	-43,467 Reduced 5.21%	790,744 $24.1 Million
Q2 2024 Jul 16, 2024	SELL	$27.18 - $29.31 $2.09 Million - $2.25 Million	-76,737 Reduced 8.42%	834,211 $23.6 Million
Q1 2024 Apr 15, 2024	SELL	$26.02 - $28.41 $1 Million - $1.09 Million	-38,438 Reduced 4.05%	910,948 $25.9 Million
Q4 2023 Jan 30, 2024	SELL	$23.83 - $27.04 $1.54 Million - $1.75 Million	-64,639 Reduced 6.37%	949,386 $25.7 Million
Q3 2023 Nov 13, 2023	BUY	$24.77 - $27.04 $24.8 Million - $27.1 Million	1,001,883 Added 8251.38%	1,014,025 $25.2 Million
Q2 2023 Jul 21, 2023	BUY	$25.26 - $26.55 $27,407 - $28,806	1,085 Added 9.81%	12,142 $317,000
Q1 2023 Apr 25, 2023	BUY	$24.17 - $26.36 $267,247 - $291,462	11,057 New	11,057 $284,000

Others Institutions Holding CWI

# of Institutions

256

Shares Held

46.4M

Call Options Held

42.5K

Put Options Held

47.1K

View Full List

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
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Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History