Wealth Alliance Advisory Group, LLC CWI Holdings History
Wealth Alliance Advisory Group, LLC's SPDR MSCI ACWI ex-US ETF Holding Summary
As of 2025-06-30, Wealth Alliance Advisory Group, LLC held 475,441.00 shares of SPDR MSCI ACWI ex-US ETF(CWI), totaling $15.53 Mil. This investment constitutes 2.96% of their stock portfolio, and Wealth Alliance Advisory Group, LLC now holds 0.82% of the outstanding SPDR MSCI ACWI ex-US ETF(CWI) stock.
The initial trade took place in 2025Q1. And since then Wealth Alliance Advisory Group, LLC has made 2 purchases of CWI, at an average price of $29.35, for a total of 475,441.00 shares. Based on historical transaction data and CWI's current price of $32.60, Wealth Alliance Advisory Group, LLC's estimated gain on his CWI holdings is $1.55 Mil, reflecting a 11.09% gain to date.
Wealth Alliance Advisory Group, LLC CWI ($32.60) Holding Chart
Wealth Alliance Advisory Group, LLC CWI ($32.60) 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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