Wealth Alliance Advisory Group, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1735734
Wichita, KS
Position in CWI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$1,732,902
-$15,797,782 QoQ
Shares Held
47,360
-90.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,732,902 | 47,360 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $17,530,684 | 488,048 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $16,746,793 | 479,576 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $15,527,903 | 475,441 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $13,700,391 | 463,164 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||