Creative One Wealth, LLC Spdr Dow Jones Reit ETF Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$59.3 - $107.65 $155,366 - $282,043	-2,620 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$99.89 - $106.77 $261,711 - $279,737	2,620 New	2,620 $268,000

Others Institutions Holding RWR

# of Institutions

283

Shares Held

11.9M

Call Options Held

14.5K

Put Options Held

29.4K

Northern Trust Corp Chicago, IL

2.87M
Shares

$284 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.96M
Shares

$194 Million
0.04% of portfolio
Morgan Stanley New York, NY

931K
Shares

$92.3 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

747K
Shares

$74.1 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

512K
Shares

$50.8 Million
0.01% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

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