Center For Asset Management LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1844878
PALM BEACH GARDENS, FL
Position in CWI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$259,679
+$4,755 QoQ
Shares Held
7,097
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,679 | 7,097 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $254,924 | 7,097 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $247,827 | 7,097 | Shares | Sole | 2025-11-19 | |
| 2025-03-31 | $209,899 | 7,096 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $216,002 | 7,096 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $200,887 | 7,096 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $200,901 | 7,074 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||