Avidian Wealth Solutions, LLC Spdr Dow Jones Global Real Est Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 138,641 shares of RWO stock, worth $6.05 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

138,641

Previous 135,007 2.69%

Holding current value

$6.05 Million

Previous $5.79 Million 4.49%

% of portfolio

0.28%

Previous 0.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$41.41 - $45.24 $150,483 - $164,402	3,634 Added 2.69%	138,641 $6.05 Million
Q4 2024 Jan 29, 2025	SELL	$42.41 - $47.31 $32,867 - $36,665	-775 Reduced 0.57%	135,007 $5.79 Million
Q3 2024 Oct 30, 2024	BUY	$41.23 - $48.48 $24,573 - $28,894	596 Added 0.44%	135,782 $6.45 Million
Q2 2024 Aug 06, 2024	SELL	$39.55 - $42.66 $169,867 - $183,224	-4,295 Reduced 3.08%	135,186 $5.61 Million
Q1 2024 May 03, 2024	BUY	$40.98 - $43.83 $58,396 - $62,457	1,425 Added 1.03%	139,481 $5.97 Million
Q4 2023 Feb 06, 2024	SELL	$35.74 - $44.36 $241,852 - $300,184	-6,767 Reduced 4.67%	138,056 $6.03 Million
Q3 2023 Oct 13, 2023	SELL	$37.74 - $43.16 $515,113 - $589,090	-13,649 Reduced 8.61%	144,823 $5.53 Million
Q2 2023 Aug 03, 2023	SELL	$39.37 - $41.91 $2.13 Million - $2.27 Million	-54,061 Reduced 25.44%	158,472 $6.51 Million
Q1 2023 May 08, 2023	BUY	$38.63 - $46.08 $1.73 Million - $2.06 Million	44,795 Added 26.71%	212,533 $8.75 Million
Q4 2022 Feb 06, 2023	BUY	$37.13 - $43.08 $6.23 Million - $7.23 Million	167,738 New	167,738 $6.86 Million

Others Institutions Holding RWO

# of Institutions

221

Shares Held

19.2M

Call Options Held

Put Options Held

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About SPDR DOW JONES GLOBAL REAL EST

Ticker RWO
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Avidian Wealth Solutions, LLC Spdr Dow Jones Global Real Est Transaction History