1 North Wealth Services LLC Spdr Dow Jones Reit ETF Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$97.84 - $108.61 $6,457 - $7,168	-66 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$99.89 - $106.77 $6,592 - $7,046	66 New	66 $7,000

Others Institutions Holding RWR

# of Institutions

282

Shares Held

12.8M

Call Options Held

14.5K

Put Options Held

29.4K

Northern Trust Corp Chicago, IL

2.87M
Shares

$289 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.53M
Shares

$255 Million
0.05% of portfolio
Morgan Stanley New York, NY

931K
Shares

$93.8 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

739K
Shares

$74.4 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

505K
Shares

$50.9 Million
0.01% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

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