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

$3.65 Billion
Q4 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 6,336 shares of RWO stock, worth $271,751. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,336

Previous 6,476 2.16%

Holding current value

$271,751

Previous $307,000 11.73%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$42.41 - $47.31 $5,937 - $6,623	-140 Reduced 2.16%	6,336 $271,000
Q3 2024 Oct 31, 2024	SELL	$41.23 - $48.48 $33,726 - $39,656	-818 Reduced 11.21%	6,476 $307,000
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

220

Shares Held

19.4M

Call Options Held

Put Options Held

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