Wealthgarden F.S. LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Wealthgarden F.S. LLC

$1.64 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$27.15 - $30.78 $190,810 - $216,321	7,028 New	7,028 $214 Million
Q2 2024 Aug 07, 2024	BUY	$27.18 - $29.31 $201,104 - $216,864	7,399 New	7,399 $209 Million

Others Institutions Holding CWI

# of Institutions

234

Shares Held

41.6M

Call Options Held

6.7K

Put Options Held

60.7K

Bank Of America Corp Charlotte, NC

6.68M
Shares

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

3.62M
Shares

$106 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

1.76M
Shares

$51.6 Million
0.08% of portfolio
Avantax Planning Partners, Inc.

1.62M
Shares

$47.5 Million
1.78% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

1.53M
Shares

$44.7 Million
1.74% of portfolio

About SPDR SER TR SPDR MSCI ACWI EX

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