Clientfirst Wealth Management, LLC Spdr Dow Jones Reit ETF Transaction History
Clientfirst Wealth Management, LLC
- $82.6 Million
- Q3 2023
A detailed history of Clientfirst Wealth Management, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 6,252 shares of RWR stock, worth $679,029. This represents 0.63% of its overall portfolio holdings.
Number of Shares
6,252
Previous 6,252
-0.0%
Holding current value
$679,029
Previous $565,000
8.32%
% of portfolio
0.63%
Previous 0.66%
Shares
1 transactions
Others Institutions Holding RWR
# of Institutions
283Shares Held
11.9MCall Options Held
14.5KPut Options Held
29.4K-
Northern Trust Corp Chicago, IL2.87MShares$312 Million0.05% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.96MShares$213 Million0.04% of portfolio
-
Morgan Stanley New York, NY931KShares$101 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO747KShares$81.2 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA512KShares$55.7 Million0.01% of portfolio
About SPDR DOW JONES REIT ETF
- Ticker RWR
- Sector ETFs
- Industry Closed-End Fund - Equity