Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 802,034 shares of CWI stock, worth $23.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
802,034
Previous 790,744 1.43%
Holding current value
$23.1 Million
Previous $24.1 Million 6.9%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 10, 2025
BUY
$27.88 - $30.51 $314,765 - $344,457
11,290 Added 1.43%
802,034 $22.4 Million
Q3 2024

Oct 23, 2024
SELL
$27.15 - $30.78 $1.18 Million - $1.34 Million
-43,467 Reduced 5.21%
790,744 $24.1 Million
Q2 2024

Jul 16, 2024
SELL
$27.18 - $29.31 $2.09 Million - $2.25 Million
-76,737 Reduced 8.42%
834,211 $23.6 Million
Q1 2024

Apr 15, 2024
SELL
$26.02 - $28.41 $1 Million - $1.09 Million
-38,438 Reduced 4.05%
910,948 $25.9 Million
Q4 2023

Jan 30, 2024
SELL
$23.83 - $27.04 $1.54 Million - $1.75 Million
-64,639 Reduced 6.37%
949,386 $25.7 Million
Q3 2023

Nov 13, 2023
BUY
$24.77 - $27.04 $24.8 Million - $27.1 Million
1,001,883 Added 8251.38%
1,014,025 $25.2 Million
Q2 2023

Jul 21, 2023
BUY
$25.26 - $26.55 $27,407 - $28,806
1,085 Added 9.81%
12,142 $317,000
Q1 2023

Apr 25, 2023
BUY
$24.17 - $26.36 $267,247 - $291,462
11,057 New
11,057 $284,000

Others Institutions Holding CWI

# of Institutions
234
Shares Held
42.6M
Call Options Held
6.7K
Put Options Held
60.7K
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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