Private Wealth Management Group, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2011342
PRINCETON, NJ
Position in CWI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$117,088
+$2,144 QoQ
Shares Held
3,200
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,088 | 3,200 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $114,944 | 3,200 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $117,366 | 3,361 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $104,512 | 3,200 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $94,656 | 3,200 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $89,408 | 3,200 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $97,408 | 3,200 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $90,592 | 3,200 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $90,880 | 3,200 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $86,528 | 3,200 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||