Hhm Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Hhm Wealth Advisors, LLC

$848 Million
Q3 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 69,699 shares of CWI stock, worth $2.49 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

69,699

Previous 72,779 4.23%

Holding current value

$2.49 Million

Previous $2.38 Million 2.4%

% of portfolio

0.29%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$32.11 - $34.92 $98,898 - $107,553	-3,080 Reduced 4.23%	69,699 $2.43 Million
Q2 2025 Aug 11, 2025	SELL	$26.38 - $32.66 $168,304 - $208,370	-6,380 Reduced 8.06%	72,779 $2.38 Million
Q4 2024 Jan 24, 2025	SELL	$27.88 - $30.51 $14,218 - $15,560	-510 Reduced 0.64%	79,159 $2.21 Million
Q3 2024 Nov 12, 2024	SELL	$27.15 - $30.78 $244,485 - $277,173	-9,005 Reduced 10.16%	79,669 $2.43 Million
Q1 2024 May 14, 2024	SELL	$26.02 - $28.41 $85,475 - $93,326	-3,285 Reduced 3.57%	88,674 $2.52 Million

Q4 2023 Feb 05, 2024	SELL	$23.83 - $27.04 $63,983 - $72,602	-2,685 Reduced 2.84%	91,959 $2.49 Million
Q2 2021 Jul 27, 2021	BUY	$29.34 - $30.85 $2.78 Million - $2.92 Million	94,644 New	94,644 $2.86 Million

Others Institutions Holding CWI

# of Institutions

281

Shares Held

50.2M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
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Hhm Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History