Lido Advisors
CWI icon

Lido Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Lido Advisors’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Buy
42,111
+5,674
+16% +$214K 0.01% 788
2025
Q4 		$1.27M Hold
36,437
– – 0.01% 892
2025
Q3 		$1.27M Buy
36,437
+37
+0.1% +$1.24K 0.01% 841
2025
Q2 		$1.19M Buy
36,400
+2
+0% +$61 0.01% 775
2025
Q1 		$1.08M Hold
36,398
– – 0.01% 748
2024
Q4 		$1.02M Sell
36,398
-338
-0.9% -$9.88K 0.01% 759
2024
Q3 		$1.12M Buy
36,736
+15
+0% +$435 0.01% 666
2024
Q2 		$1.04M Sell
36,721
-2,174
-6% -$61.6K 0.01% 653
2024
Q1 		$1.1M Sell
38,895
-449
-1% -$12.2K 0.01% 608
2023
Q4 		$1.06M Buy
+39,344
New +$1M 0.01% 592
2023
Q2 		– Sell
-8,579
Closed -$221K – 1240
2023
Q1 		$221K Buy
+8,579
New +$218K ﹤0.01% 982

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return