Iag Wealth Partners, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 333,068 shares of CWI stock, worth $9.94 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
333,068
Previous 340,329 2.13%
Holding current value
$9.94 Million
Previous $10.4 Million 10.17%
% of portfolio
1.71%
Previous 1.94%

Shares

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

Feb 10, 2025
SELL
$27.88 - $30.51 $202,436 - $221,533
-7,261 Reduced 2.13%
333,068 $9.31 Million
Q3 2024

Oct 29, 2024
SELL
$27.15 - $30.78 $155,406 - $176,184
-5,724 Reduced 1.65%
340,329 $10.4 Million
Q2 2024

Jul 16, 2024
SELL
$27.18 - $29.31 $99,913 - $107,743
-3,676 Reduced 1.05%
346,053 $9.8 Million
Q1 2024

Apr 24, 2024
SELL
$26.02 - $28.41 $113,759 - $124,208
-4,372 Reduced 1.23%
349,729 $9.93 Million
Q4 2023

Feb 02, 2024
BUY
$23.83 - $27.04 $639,883 - $726,078
26,852 Added 8.21%
354,101 $9.57 Million
Q3 2023

Oct 24, 2023
BUY
$24.77 - $27.04 $84,663 - $92,422
3,418 Added 1.06%
327,249 $8.15 Million
Q2 2023

Aug 10, 2023
BUY
$25.26 - $26.55 $69,086 - $72,614
2,735 Added 0.85%
323,831 $8.46 Million
Q1 2023

Apr 25, 2023
BUY
$24.17 - $26.36 $567,124 - $618,511
23,464 Added 7.88%
321,096 $8.26 Million
Q4 2022

Feb 08, 2023
BUY
$21.09 - $25.07 $1.23 Million - $1.47 Million
58,555 Added 24.49%
297,632 $7.16 Million
Q3 2022

Oct 26, 2022
BUY
$21.19 - $25.02 $868,662 - $1.03 Million
40,994 Added 20.7%
239,077 $5.07 Million
Q2 2022

Aug 03, 2022
BUY
$23.43 - $28.02 $2.43 Million - $2.91 Million
103,790 Added 110.07%
198,083 $4.71 Million
Q1 2022

May 04, 2022
BUY
$25.48 - $29.95 $915,904 - $1.08 Million
35,946 Added 61.61%
94,293 $2.6 Million
Q4 2021

Feb 14, 2022
BUY
$28.37 - $30.32 $667,744 - $713,641
23,537 Added 67.62%
58,347 $1.71 Million
Q3 2021

Nov 04, 2021
BUY
$28.97 - $30.57 $469,690 - $495,631
16,213 Added 87.18%
34,810 $1.01 Million
Q2 2021

Aug 04, 2021
BUY
$29.34 - $30.85 $320,803 - $337,313
10,934 Added 142.69%
18,597 $562,000
Q1 2021

Apr 29, 2021
BUY
$27.86 - $29.87 $213,491 - $228,893
7,663 New
7,663 $222,000

Others Institutions Holding CWI

# of Institutions
255
Shares Held
46.5M
Call Options Held
42.5K
Put Options Held
47.1K
View Full List

About SPDR SER TR SPDR MSCI ACWI EX

CWI Quotes by TradingView
  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
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