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

Portus Wealth Advisors, LLC

  • $106 Billion
  • Q4 2025

A detailed history of Portus Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Portus Wealth Advisors, LLC holds 239,740 shares of CWI stock, worth $8.55 Million. This represents 8.13% of its overall portfolio holdings.

Number of Shares
239,740
Previous 232,762 3.0%
Holding current value
$8.55 Million
Previous $8.13 Billion 5.95%
% of portfolio
8.13%
Previous 8.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$34.39 - $36.1 $239,973 - $251,905
6,978 Added 3.0%
239,740 $8.61 Billion
Q3 2025

Nov 20, 2025
BUY
$32.11 - $34.92 $7.47 Million - $8.13 Million
232,762 New
232,762 $8.13 Billion

Others Institutions Holding CWI

# of Institutions
288
Shares Held
51.5M
Call Options Held
0
Put Options Held
0
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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