Sterling Group Wealth Management, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Sterling Group Wealth Management, LLC

  • $192 Million
  • Q4 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 154,258 shares of CWI stock, worth $4.6 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
154,258
Previous 150,946 2.19%
Holding current value
$4.6 Million
Previous $4.59 Million 6.2%
% of portfolio
2.24%
Previous 2.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$27.88 - $30.51 $92,338 - $101,049
3,312 Added 2.19%
154,258 $4.31 Million
Q3 2024

Oct 07, 2024
BUY
$27.15 - $30.78 $41,729 - $47,308
1,537 Added 1.03%
150,946 $4.59 Million
Q2 2024

Jul 15, 2024
BUY
$27.18 - $29.31 $4.06 Million - $4.38 Million
149,409 New
149,409 $4.23 Million

Others Institutions Holding CWI

# of Institutions
255
Shares Held
46.5M
Call Options Held
42.5K
Put Options Held
47.1K
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
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