Bragg Financial Advisors, Inc
Position in CWI — State Street(R) SPDR(R) MSCI ACWI ex-US ETF
CIK 1327055
CHARLOTTE, NC
All Filings in CWI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,767 | 30,041 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,099,200 | 30,041 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,125,768 | 31,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,155,083 | 33,078 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,080,327 | 33,078 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,051,805 | 35,558 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,095,415 | 39,206 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $910,643 | 29,916 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $846,921 | 29,916 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $878,014 | 30,916 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $971,168 | 35,916 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $885,835 | 35,590 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $929,966 | 35,590 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $915,730 | 35,590 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $856,295 | 35,590 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||