Archetype Wealth Partners Spdr Dow Jones Global Real Est Transaction History

Archetype Wealth Partners

  • $600 Million
  • Q1 2024

A detailed history of Archetype Wealth Partners transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Archetype Wealth Partners holds 21,793 shares of RWO stock, worth $905,935. This represents 0.16% of its overall portfolio holdings.

Number of Shares
21,793
Previous 22,773 4.3%
Holding current value
$905,935
Previous $995,000 6.23%
% of portfolio
0.16%
Previous 0.18%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$40.98 - $43.83 $40,160 - $42,953
-980 Reduced 4.3%
21,793 $933,000
Q4 2023

Feb 14, 2024
SELL
$35.74 - $44.36 $98,285 - $121,990
-2,750 Reduced 10.77%
22,773 $995,000
Q3 2023

Nov 13, 2023
SELL
$37.74 - $43.16 $26,229 - $29,996
-695 Reduced 2.65%
25,523 $975,000
Q2 2023

Aug 14, 2023
SELL
$39.37 - $41.91 $6,771 - $7,208
-172 Reduced 0.65%
26,218 $1.08 Million
Q1 2023

May 10, 2023
SELL
$38.63 - $46.08 $74,208 - $88,519
-1,921 Reduced 6.79%
26,390 $1.09 Million
Q4 2022

Feb 14, 2023
SELL
$39.4 - $43.08 $14,223 - $15,551
-361 Reduced 1.26%
28,311 $1.16 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-285 Reduced 0.98%
28,672 $1.11 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-1,495 Reduced 4.91%
28,957 $1.28 Million
Q1 2022

May 12, 2022
BUY
N/A
3,437 Added 12.72%
30,452 $1.65 Million
Q4 2021

Feb 14, 2022
BUY
N/A
1,161 Added 4.49%
27,015 $1.53 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-140 Reduced 0.54%
25,854 $1.32 Million
Q2 2021

Aug 13, 2021
BUY
N/A
320 Added 1.25%
25,994 $1.34 Million
Q1 2021

Apr 30, 2021
SELL
N/A
-208 Reduced 0.8%
25,674 $1.21 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-687 Reduced 2.59%
25,882 $1.15 Million
Q3 2020

Oct 15, 2020
BUY
N/A
1,399 Added 5.56%
26,569 $1.05 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-14,090 Reduced 35.89%
25,170 $982,000
Q1 2020

May 15, 2020
BUY
N/A
17,108 Added 77.23%
39,260 $1.41 Million
Q4 2019

Feb 11, 2020
BUY
N/A
3,258 Added 17.24%
22,152 $1.14 Million
Q3 2019

Nov 15, 2019
BUY
N/A
804 Added 4.44%
18,894 $980,000
Q2 2019

Aug 12, 2019
SELL
N/A
-533 Reduced 2.86%
18,090 $903,000
Q1 2019

May 16, 2019
BUY
N/A
2,134 Added 12.94%
18,623 $932,000
Q4 2018

Feb 28, 2019
BUY
N/A
16,489 New
16,489 $730,000

Others Institutions Holding RWO

# of Institutions
226
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR DOW JONES GLOBAL REAL EST

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