Avantax Planning Partners, Inc. Spdr Ser Tr Spdr Msci Acwi Ex Call Options Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CWI

# of Institutions

235

Shares Held

42M

Call Options Held

6.7K

Put Options Held

60.7K

Bank Of America Corp Charlotte, NC

6.68M
Shares

$188 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.62M
Shares

$102 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

1.76M
Shares

$49.6 Million
0.08% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

1.53M
Shares

$43 Million
1.74% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

1.21M
Shares

$34 Million
0.85% of portfolio

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.