Nfp Retirement, Inc. Spdr Index Shs Fds S&P Intl Di Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Feb 13, 2025	SELL	$33.81 - $35.83 $211,481 - $224,116	-6,255 Closed	0 $0
Q1 2023 Feb 13, 2025	BUY	$32.57 - $35.0 $65 - $70	2 Added 0.03%	6,255 $214 Million
Q4 2022 Feb 13, 2025	BUY	$28.02 - $33.16 $175,209 - $207,349	6,253 New	6,253 $202 Million
Q3 2022 Feb 13, 2025	SELL	$28.8 - $35.16 $181,180 - $221,191	-6,291 Closed	0 $0
Q2 2022 Feb 13, 2025	SELL	$33.7 - $39.38 $88,934 - $103,923	-2,639 Reduced 29.55%	6,291 $216 Million
Q1 2022 Feb 13, 2025	SELL	$36.57 - $39.7 $180,948 - $196,435	-4,948 Reduced 35.65%	8,930 $346 Million
Q4 2021 Feb 13, 2025	SELL	$37.48 - $39.36 $112,814 - $118,473	-3,010 Reduced 17.82%	13,878 $540 Million
Q3 2021 Feb 13, 2025	SELL	$37.97 - $40.74 $5,581 - $5,988	-147 Reduced 0.86%	16,888 $641 Million
Q2 2021 Feb 13, 2025	SELL	$38.39 - $41.14 $3,301 - $3,538	-86 Reduced 0.5%	17,035 $671 Million
Q1 2021 Feb 13, 2025	BUY	$36.33 - $38.6 $2,543 - $2,702	70 Added 0.41%	17,121 $653 Million
Q4 2020 Feb 13, 2025	BUY	$32.49 - $37.03 $48,020 - $54,730	1,478 Added 9.49%	17,051 $623 Million
Q3 2020 Feb 13, 2025	BUY	$33.28 - $35.28 $42,165 - $44,699	1,267 Added 8.86%	15,573 $525 Million
Q2 2020 Feb 13, 2025	BUY	$29.2 - $35.76 $29,842 - $36,546	1,022 Added 7.69%	14,306 $474 Million
Q1 2020 Feb 13, 2025	BUY	$25.85 - $40.79 $59,351 - $93,653	2,296 Added 20.9%	13,284 $407 Million
Q4 2019 Feb 13, 2025	BUY	$38.29 - $40.52 $420,730 - $445,233	10,988 New	10,988 $441 Million

Others Institutions Holding DWX

# of Institutions

138

Shares Held

5.32M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

939K
Shares

$34.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

752K
Shares

$27.4 Million
0.0% of portfolio
Ubs Group Ag

270K
Shares

$9.81 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$9.5 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

223K
Shares

$8.12 Million
0.21% of portfolio

About SPDR INDEX SHS FDS S&P INTL DI

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