Evolution Wealth Advisors, LLC Ishares Msci Acwi ETF Transaction History

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 5,431 shares of ACWI stock, worth $632,005. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,431
Previous 5,431 -0.0%
Holding current value
$632,005
Previous $610,000 6.39%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jul 18, 2024
BUY
$104.54 - $112.83 $836 - $902
8 Added 0.15%
5,431 $610,000
Q1 2023

May 02, 2023
BUY
$84.9 - $92.93 $192,128 - $210,300
2,263 Added 71.61%
5,423 $494,000
Q4 2022

Feb 07, 2023
BUY
$77.52 - $89.8 $244,963 - $283,768
3,160 New
3,160 $268,000
Q2 2022

Aug 02, 2022
SELL
$81.93 - $101.4 $176,968 - $219,024
-2,160 Closed
0 $0
Q1 2020

Apr 22, 2020
BUY
$54.33 - $81.73 $117,352 - $176,536
2,160 New
2,160 $135,000
Q4 2019

Feb 03, 2020
SELL
$71.68 - $79.55 $154,828 - $171,828
-2,160 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$70.15 - $75.05 $151,524 - $162,108
2,160 New
2,160 $159,000

Others Institutions Holding ACWI

# of Institutions
737
Shares Held
77.5M
Call Options Held
1.75M
Put Options Held
1.84M
View Full List

About ISHARES MSCI ACWI ETF

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

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, 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 Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email