Atlas Private Wealth Advisors
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1814234
RED BANK, NJ
Position in CWI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$11,746,048
+$669,039 QoQ
Shares Held
321,018
+4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,746,048 | 321,018 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,077,009 | 308,380 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,787,063 | 280,271 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,032,794 | 552,137 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $16,103,381 | 544,401 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,750,833 | 170,037 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||