Concord Wealth Partners Spdr Dow Jones Reit ETF Transaction History

Concord Wealth Partners

$559 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	BUY	$80.65 - $93.02 $7,258 - $8,371	90 New	90 $7,000
Q2 2022 Aug 04, 2022	BUY	$91.63 - $121.36 $1,466 - $1,941	16 New	16 $2,000

Others Institutions Holding RWR

# of Institutions

274

Shares Held

10.6M

Call Options Held

700

Put Options Held

22.9K

Northern Trust Corp Chicago, IL

2.73M
Shares

$293 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.97M
Shares

$212 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

564K
Shares

$60.7 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

449K
Shares

$48.3 Million
0.04% of portfolio
Mason Street Advisors, LLC Milwaukee, WI

371K
Shares

$39.9 Million
4.65% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

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