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WealthPLAN Partners’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-191
Closed -$4.99K – 480
2023
Q2 		$4.99K Buy
+191
New +$4.96K ﹤0.01% 910

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthPLAN Partners's CWI Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2023, closing a stake of 191 shares — an estimated $4.99K sold.

WealthPLAN Partners first reported a position in CWI in Q2 2023 and held it in 1 quarter. The position peaked at $4.99K in Q2 2023. 199 funds tracked by Wall St. Rank hold CWI as of Q3 2023.

  • WealthPLAN Partners reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 191 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2023, an estimated $4.99K.
  • WealthPLAN Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's State Street SPDR MSCI ACWI ex-US ETF position peaked at $4.99K in Q2 2023.
  • 199 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.