Capital Directions Investment Advisors, LLC Spdr Dow Jones Global Real Est Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 11, 2020	SELL	$30.12 - $53.58 $118,371 - $210,569	-3,930 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	3,930 New	3,930 $174,000
Q1 2018 May 10, 2018	SELL	N/A	-503 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	503	503 $25,000

Others Institutions Holding RWO

# of Institutions

223

Shares Held

19.3M

Call Options Held

Put Options Held

State Street Corp Boston, MA

5.85M
Shares

$273 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.68M
Shares

$125 Million
0.02% of portfolio
Huntington National Bank Columbus, OH

1.36M
Shares

$63.2 Million
0.44% of portfolio
Glenmede Trust CO Na Philadelphia, PA

855K
Shares

$39.8 Million
0.18% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

592K
Shares

$27.6 Million
0.04% of portfolio

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