Seven Springs Wealth Group, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Seven Springs Wealth Group, LLC

$267 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$17.27 - $26.2 $15,145 - $22,977	-877 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$23.32 - $26.04 $20,451 - $22,837	877 New	877 $23,000

Others Institutions Holding CWI

# of Institutions

235

Shares Held

42M

Call Options Held

6.7K

Put Options Held

60.7K

Bank Of America Corp Charlotte, NC

6.68M
Shares

$188 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.62M
Shares

$102 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

1.76M
Shares

$49.6 Million
0.08% of portfolio
Avantax Planning Partners, Inc.

1.62M
Shares

$45.6 Million
1.78% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

1.53M
Shares

$43 Million
1.74% of portfolio

About SPDR SER TR SPDR MSCI ACWI EX

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