Retirement Income Solutions, Inc CWI Holdings History
Number of Shares
29,457.00
Current Holdings Value*
$962,070.00
% of Portfolio
0.18%
Total Estimate Gain
$82,332.31
% of Total Estimate Gain
9.10%
Retirement Income Solutions, Inc's SPDR MSCI ACWI ex-US ETF Holding Summary
As of 2025-06-30, Retirement Income Solutions, Inc held 29,457.00 shares of SPDR MSCI ACWI ex-US ETF(CWI), totaling $962,070.00. This investment constitutes 0.18% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.05% of the outstanding SPDR MSCI ACWI ex-US ETF(CWI) stock.
The initial trade took place in 2025Q2. And since then Retirement Income Solutions, Inc has made 1 purchases of CWI, at an average price of $30.73, for a total of 29,457.00 shares. Based on historical transaction data and CWI's current price of $33.53, Retirement Income Solutions, Inc's estimated gain on his CWI holdings is $82,332.31, reflecting a 9.10% gain to date.
Retirement Income Solutions, Inc CWI ($33.53) Holding Chart
Retirement Income Solutions, Inc CWI ($33.53) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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