Clarus Wealth Advisors Spdr Dow Jones Global Real Est Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 10, 2023	BUY	$38.63 - $46.08 $27,234 - $32,486	705 Added 8.91%	8,614 $354,000
Q4 2022 Jan 12, 2023	BUY	$37.13 - $43.08 $41,251 - $47,861	1,111 Added 16.34%	7,909 $0
Q3 2022 Oct 11, 2022	SELL	$38.05 - $48.79 $11,909 - $15,271	-313 Reduced 4.4%	6,798 $254,000
Q2 2022 Jul 13, 2022	BUY	$43.05 - $55.03 $21,094 - $26,964	490 Added 7.4%	7,111 $313,000
Q1 2022 Apr 12, 2022	BUY	$50.81 - $56.55 $17,427 - $19,396	343 Added 5.46%	6,621 $355,000
Q4 2021 Jan 13, 2022	SELL	$51.43 - $56.53 $7,303 - $8,027	-142 Reduced 2.21%	6,278 $0
Q3 2021 Oct 06, 2021	SELL	$51.06 - $55.26 $8,067 - $8,731	-158 Reduced 2.4%	6,420 $330,000
Q2 2021 Jul 13, 2021	BUY	$47.97 - $53.8 $9,594 - $10,760	200 Added 3.14%	6,578 $353,000
Q1 2021 Apr 12, 2021	BUY	$43.07 - $47.99 $7,494 - $8,350	174 Added 2.8%	6,378 $0
Q4 2020 Jan 12, 2021	SELL	$37.87 - $45.0 $681 - $810	-18 Reduced 0.29%	6,204 $0
Q3 2020 Oct 08, 2020	BUY	$38.16 - $41.66 $12,058 - $13,164	316 Added 5.35%	6,222 $0
Q2 2020 Jul 09, 2020	SELL	$32.9 - $43.96 $42,934 - $57,367	-1,305 Reduced 18.1%	5,906 $0
Q1 2020 Apr 08, 2020	BUY	$30.12 - $53.58 $8,222 - $14,627	273 Added 3.93%	7,211 $237,000
Q4 2019 Jan 10, 2020	SELL	$50.59 - $53.39 $38,701 - $40,843	-765 Reduced 9.93%	6,938 $353,000
Q3 2019 Oct 11, 2019	BUY	$51.26 - $51.88 $28,808 - $29,156	562 Added 7.87%	7,703 $399,000
Q2 2019 Jul 24, 2019	BUY	N/A	7,141 New	7,141 $356,000

Others Institutions Holding RWO

# of Institutions

222

Shares Held

19.2M

Call Options Held

0

Put Options Held

7.8K

State Street Corp Boston, MA

5.43M
Shares

$235 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

1.48M
Shares

$64.2 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$59.8 Million
0.01% of portfolio
Glenmede Trust CO Na Philadelphia, PA

841K
Shares

$36.3 Million
0.19% of portfolio
Goldman Sachs Group Inc New York, NY

771K
Shares

$33.3 Million
0.01% of portfolio

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