Portus Wealth Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2097516
CHARLOTTE, NC
Position in CWI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$10,239,528
+$1,628,068 QoQ
Shares Held
279,845
+16.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
20.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,239,528 | 279,845 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,611,460 | 239,740 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,128,049 | 232,762 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||