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

Cornerstone Wealth Management, LLC

  • $1.44 Billion
  • Q4 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 13,745 shares of CWI stock, worth $396,130. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,745
Previous 13,415 2.46%
Holding current value
$396,130
Previous $408,000 5.88%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 17, 2025
BUY
$27.88 - $30.51 $9,200 - $10,068
330 Added 2.46%
13,745 $384,000
Q2 2024

Jul 16, 2024
SELL
$27.18 - $29.31 $54,794 - $59,088
-2,016 Reduced 13.06%
13,415 $379,000
Q1 2024

Apr 19, 2024
SELL
$26.02 - $28.41 $17,771 - $19,404
-683 Reduced 4.24%
15,431 $438,000
Q4 2023

Jan 10, 2024
BUY
$23.83 - $27.04 $109,284 - $124,005
4,586 Added 39.78%
16,114 $435,000
Q2 2023

Jul 14, 2023
BUY
$25.26 - $26.55 $24,350 - $25,594
964 Added 9.13%
11,528 $301,000
Q1 2023

May 15, 2023
BUY
$24.17 - $26.36 $255,331 - $278,467
10,564 New
10,564 $271,000
Q4 2021

Feb 14, 2022
SELL
$28.37 - $30.32 $198,675 - $212,330
-7,003 Closed
0 $0
Q3 2021

Nov 12, 2021
SELL
$28.97 - $30.57 $45,482 - $47,994
-1,570 Reduced 18.31%
7,003 $203,000
Q2 2021

Aug 09, 2021
SELL
$29.34 - $30.85 $37,056 - $38,963
-1,263 Reduced 12.84%
8,573 $259,000
Q1 2021

Apr 30, 2021
BUY
$27.86 - $29.87 $274,030 - $293,801
9,836 New
9,836 $284,000

Others Institutions Holding CWI

# of Institutions
234
Shares Held
42.6M
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 Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email