A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,920,312 shares of CWI stock, worth $56.7 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
1,920,312
Previous 1,983,486 3.18%
Holding current value
$56.7 Million
Previous $56.3 Million 3.49%
% of portfolio
1.75%
Previous 1.83%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$27.18 - $29.31 $1.72 Million - $1.85 Million
-63,174 Reduced 3.18%
1,920,312 $54.4 Million
Q1 2024

May 02, 2024

SELL
$26.02 - $28.41 $6.39 Million - $6.98 Million
-245,572 Reduced 11.02%
1,983,486 $56.3 Million
Q4 2023

Feb 09, 2024

BUY
$23.83 - $27.04 $15.5 Million - $17.6 Million
650,295 Added 41.19%
2,229,058 $60.3 Million
Q3 2023

Nov 03, 2023

BUY
$24.77 - $27.04 $1.56 Million - $1.7 Million
62,908 Added 4.15%
1,578,763 $39.3 Million
Q2 2023

Jul 17, 2023

SELL
$25.26 - $26.55 $593,458 - $623,765
-23,494 Reduced 1.53%
1,515,855 $39.6 Million
Q1 2023

Apr 20, 2023

SELL
$24.17 - $26.36 $18,224 - $19,875
-754 Reduced 0.05%
1,539,349 $39.6 Million
Q4 2022

Feb 09, 2023

BUY
$21.09 - $25.07 $7.47 Million - $8.88 Million
354,035 Added 29.85%
1,540,103 $37.1 Million
Q3 2022

Oct 14, 2022

SELL
$21.19 - $25.02 $4.73 Million - $5.59 Million
-223,381 Reduced 15.85%
1,186,068 $25.2 Million
Q2 2022

Jul 18, 2022

BUY
$23.43 - $28.02 $456,767 - $546,249
19,495 Added 1.4%
1,409,449 $33.5 Million
Q1 2022

May 09, 2022

BUY
$25.48 - $29.95 $21 Million - $24.7 Million
825,869 Added 146.41%
1,389,954 $38.3 Million
Q4 2021

Jan 28, 2022

BUY
$28.37 - $30.32 $10.5 Million - $11.3 Million
371,489 Added 192.89%
564,085 $16.5 Million
Q3 2021

Oct 27, 2021

SELL
$28.97 - $30.57 $93,660 - $98,832
-3,233 Reduced 1.65%
192,596 $5.58 Million
Q2 2021

Aug 10, 2021

SELL
$29.34 - $30.85 $13,965 - $14,684
-476 Reduced 0.24%
195,829 $5.91 Million
Q1 2021

May 06, 2021

SELL
$27.86 - $29.87 $489,778 - $525,114
-17,580 Reduced 8.22%
196,305 $5.68 Million
Q4 2020

Feb 04, 2021

SELL
$23.53 - $27.91 $801,220 - $950,363
-34,051 Reduced 13.73%
213,885 $5.91 Million
Q3 2020

Oct 28, 2020

SELL
$22.74 - $24.92 $121,818 - $133,496
-5,357 Reduced 2.11%
247,936 $5.96 Million
Q2 2020

Jul 15, 2020

SELL
$18.9 - $23.48 $5.66 Million - $7.03 Million
-299,533 Reduced 54.18%
253,293 $5.74 Million
Q1 2020

Apr 27, 2020

BUY
$17.27 - $26.2 $361,150 - $547,894
20,912 Added 3.93%
552,826 $10.9 Million
Q4 2019

Jan 15, 2020

SELL
$23.32 - $26.04 $2.28 Million - $2.55 Million
-97,827 Reduced 15.53%
531,914 $13.7 Million
Q3 2019

Nov 08, 2019

BUY
$23.97 - $24.43 $5.03 Million - $5.13 Million
209,797 Added 49.96%
629,741 $15.1 Million
Q2 2019

Aug 07, 2019

SELL
N/A
-14,693 Reduced 3.38%
419,944 $15.4 Million
Q1 2019

May 08, 2019

SELL
N/A
-1,474,028 Reduced 77.23%
434,637 $15.7 Million
Q4 2018

Feb 14, 2019

BUY
N/A
1,908,665 New
1,908,665 $62.5 Million

Others Institutions Holding CWI

About SPDR SER TR SPDR MSCI ACWI EX


  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
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