Householder Group Estate & Retirement Specialist, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$32.87 - $35.85 $6,573 - $7,170	-200 Reduced 22.86%	675 $22,000
Q1 2023 Apr 13, 2023	BUY	$32.57 - $35.0 $28,498 - $30,625	875 New	875 $30,000

Others Institutions Holding DWX

# of Institutions

140

Shares Held

5.77M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

911K
Shares

$37.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

752K
Shares

$30.6 Million
0.0% of portfolio
Columbia River Financial Group, LLC Vancouver, WA

284K
Shares

$11.6 Million
6.83% of portfolio
Ubs Group Ag

270K
Shares

$11 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$10.6 Million
0.0% of portfolio

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