Bartlett & Co. Wealth Management LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 331 shares of CWI stock, worth $9,311. This represents 0.0% of its overall portfolio holdings.

Number of Shares
331
Previous 331 -0.0%
Holding current value
$9,311
Previous $9.37 Million 7.52%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Feb 13, 2024
SELL
$17.27 - $26.2 $2,072 - $3,144
-120 Reduced 26.61%
331 $6.53 Million
Q3 2019

Feb 13, 2024
BUY
$23.97 - $24.43 $5,513 - $5,618
230 Added 104.07%
451 $10.8 Million
Q2 2019

Feb 13, 2024
BUY
N/A
221 New
221 $8.1 Million

Others Institutions Holding CWI

# of Institutions
235
Shares Held
42M
Call Options Held
6.7K
Put Options Held
60.7K
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email