WFA of San Diego, LLC
Position in CWI — State Street(R) SPDR(R) MSCI ACWI ex-US ETF
CIK 1821407
SAN DIEGO, CA
All Filings in CWI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,270 | 15,448 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $639,520 | 17,478 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $636,215 | 17,712 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $617,979 | 17,697 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $577,428 | 17,680 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $666,940 | 21,910 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $620,272 | 21,910 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $567,815 | 22,813 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $621,815 | 23,797 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $683,496 | 28,408 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $608,663 | 28,697 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $738,654 | 31,062 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $870,677 | 31,638 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $927,309 | 31,638 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $948,159 | 32,729 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,074,395 | 35,576 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,134,572 | 39,245 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $27,000 | 42,728 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,081,937 | 44,987 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,115,143 | 49,212 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||