Defined Wealth Management, LLC Spdr Dow Jones Reit ETF Transaction History

Defined Wealth Management, LLC

$140 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 18, 2021	SELL	$83.32 - $97.35 $4,999 - $5,841	-60 Closed	0 $0
Q4 2020 Mar 09, 2021	BUY	$75.22 - $88.59 $4,513 - $5,315	60 New	60 $5,000

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

$289 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.97M
Shares

$208 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

564K
Shares

$59.8 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

449K
Shares

$47.6 Million
0.04% of portfolio
Mason Street Advisors, LLC Milwaukee, WI

371K
Shares

$39.3 Million
4.65% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Defined Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Wealth Management, LLC with notifications on news.