Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Dow Jones Global Real Est Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.37 Billion
  • Q2 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 7,294 shares of RWO stock, worth $339,900. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,294
Previous 7,934 8.07%
Holding current value
$339,900
Previous $339,000 10.91%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$39.55 - $42.66 $25,312 - $27,302
-640 Reduced 8.07%
7,294 $302,000
Q1 2024

May 06, 2024
SELL
$40.98 - $43.83 $1,106 - $1,183
-27 Reduced 0.34%
7,934 $339,000
Q4 2023

Feb 06, 2024
SELL
$35.74 - $44.36 $28,413 - $35,266
-795 Reduced 9.08%
7,961 $347,000
Q3 2023

Nov 02, 2023
SELL
$37.74 - $43.16 $3,962 - $4,531
-105 Reduced 1.18%
8,756 $334,000
Q2 2023

Aug 11, 2023
BUY
$39.37 - $41.91 $34,842 - $37,090
885 Added 11.1%
8,861 $363,000
Q1 2023

May 09, 2023
SELL
$38.63 - $46.08 $11,086 - $13,224
-287 Reduced 3.47%
7,976 $328,000
Q4 2022

Feb 07, 2023
BUY
$37.13 - $43.08 $48,937 - $56,779
1,318 Added 18.98%
8,263 $337,000
Q3 2022

Nov 02, 2022
BUY
$38.05 - $48.79 $7,800 - $10,001
205 Added 3.04%
6,945 $269,000
Q2 2022

Aug 02, 2022
SELL
$43.05 - $55.03 $4,132 - $5,282
-96 Reduced 1.4%
6,740 $298,000
Q1 2022

May 13, 2022
SELL
$50.81 - $56.55 $8,078 - $8,991
-159 Reduced 2.27%
6,836 $369,000
Q4 2021

Feb 14, 2022
SELL
$51.43 - $56.53 $8,897 - $9,779
-173 Reduced 2.41%
6,995 $395,000
Q3 2021

Nov 02, 2021
SELL
$51.06 - $55.26 $10,212 - $11,052
-200 Reduced 2.71%
7,168 $366,000
Q1 2021

May 17, 2021
BUY
$43.07 - $47.99 $1,507 - $1,679
35 Added 0.48%
7,368 $348,000
Q4 2020

Feb 12, 2021
SELL
$37.87 - $45.0 $12,232 - $14,535
-323 Reduced 4.22%
7,333 $326,000
Q3 2020

Nov 12, 2020
BUY
$38.16 - $41.66 $6,105 - $6,665
160 Added 2.13%
7,656 $302,000
Q2 2020

Aug 12, 2020
SELL
$32.9 - $43.96 $14,311 - $19,122
-435 Reduced 5.48%
7,496 $293,000
Q1 2020

May 11, 2020
BUY
$30.12 - $53.58 $58,493 - $104,052
1,942 Added 32.43%
7,931 $286,000
Q4 2019

Feb 13, 2020
SELL
$50.59 - $53.39 $27,925 - $29,471
-552 Reduced 8.44%
5,989 $309,000
Q3 2019

Nov 13, 2019
BUY
$51.26 - $51.88 $15,839 - $16,030
309 Added 4.96%
6,541 $339,000
Q2 2019

Aug 12, 2019
SELL
N/A
-118 Reduced 1.86%
6,232 $311,000
Q1 2019

May 13, 2019
BUY
N/A
4 Added 0.06%
6,350 $318,000
Q4 2018

Feb 13, 2019
SELL
N/A
-169 Reduced 2.59%
6,346 $281,000
Q2 2018

Aug 13, 2018
BUY
N/A
58 Added 0.9%
6,515 $313,000
Q1 2018

May 14, 2018
BUY
N/A
2,238 Added 53.05%
6,457 $299,000
Q1 2018

May 14, 2018
SELL
N/A
-2,384 Reduced 36.1%
4,219 $299,000
Q4 2017

Feb 12, 2018
BUY
N/A
132 Added 2.04%
6,603 $323,000
Q3 2017

Nov 13, 2017
SELL
N/A
-465 Reduced 6.7%
6,471 $309,000
Q2 2017

Aug 10, 2017
BUY
N/A
6,936
6,936 $331,000

Others Institutions Holding RWO

# of Institutions
223
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR DOW JONES GLOBAL REAL EST

RWO Quotes by TradingView
  • Ticker RWO
  • Sector ETFs
  • Industry ETFs
More about RWO
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email