Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Dow Jones Reit ETF 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 Reit ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,804 shares of RWR stock, worth $453,737. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,804
Previous 4,723 1.72%
Holding current value
$453,737
Previous $504,000 5.95%
% of portfolio
0.01%
Previous 0.01%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$97.84 - $108.61 $7,925 - $8,797
81 Added 1.72%
4,804 $474,000
Q3 2024

Oct 31, 2024
SELL
$92.36 - $108.47 $73,610 - $86,450
-797 Reduced 14.44%
4,723 $504,000
Q2 2024

Aug 09, 2024
SELL
$86.34 - $93.97 $127,869 - $139,169
-1,481 Reduced 21.15%
5,520 $513,000
Q1 2024

May 06, 2024
BUY
$90.16 - $96.33 $10,007 - $10,692
111 Added 1.61%
7,001 $659,000
Q4 2023

Feb 06, 2024
BUY
$77.45 - $97.31 $36,556 - $45,930
472 Added 7.35%
6,890 $656,000
Q3 2023

Nov 02, 2023
SELL
$81.95 - $94.77 $14,751 - $17,058
-180 Reduced 2.73%
6,418 $532,000
Q2 2023

Aug 11, 2023
SELL
$84.86 - $91.11 $53,546 - $57,490
-631 Reduced 8.73%
6,598 $596,000
Q1 2023

May 09, 2023
BUY
$81.79 - $99.43 $4,989 - $6,065
61 Added 0.85%
7,229 $641,000
Q4 2022

Feb 07, 2023
BUY
$80.65 - $93.02 $27,662 - $31,905
343 Added 5.03%
7,168 $624,000
Q3 2022

Nov 02, 2022
SELL
$83.14 - $106.49 $26,355 - $33,757
-317 Reduced 4.44%
6,825 $575,000
Q2 2022

Aug 02, 2022
SELL
$91.63 - $121.36 $13,744 - $18,204
-150 Reduced 2.06%
7,142 $679,000
Q1 2022

May 13, 2022
SELL
$108.0 - $122.07 $85,104 - $96,191
-788 Reduced 9.75%
7,292 $855,000
Q4 2021

Feb 14, 2022
BUY
$106.6 - $122.16 $42,853 - $49,108
402 Added 5.24%
8,080 $987,000
Q3 2021

Nov 02, 2021
SELL
$105.43 - $114.38 $15,603 - $16,928
-148 Reduced 1.89%
7,678 $810,000
Q2 2021

Aug 12, 2021
BUY
$96.47 - $109.38 $274,939 - $311,733
2,850 Added 57.27%
7,826 $821,000
Q1 2021

May 17, 2021
SELL
$83.32 - $97.35 $215,465 - $251,747
-2,586 Reduced 34.2%
4,976 $471,000
Q4 2020

Feb 12, 2021
SELL
$75.22 - $88.59 $33,322 - $39,245
-443 Reduced 5.53%
7,562 $656,000
Q3 2020

Nov 12, 2020
SELL
$74.96 - $83.02 $75,709 - $83,850
-1,010 Reduced 11.2%
8,005 $624,000
Q2 2020

Aug 12, 2020
SELL
$65.24 - $89.61 $24,595 - $33,782
-377 Reduced 4.01%
9,015 $703,000
Q1 2020

May 11, 2020
SELL
$59.3 - $107.65 $250,423 - $454,605
-4,223 Reduced 31.02%
9,392 $678,000
Q4 2019

Feb 13, 2020
SELL
$99.89 - $106.77 $7,291 - $7,794
-73 Reduced 0.53%
13,615 $1.39 Million
Q3 2019

Nov 13, 2019
SELL
$102.94 - $104.74 $209,379 - $213,041
-2,034 Reduced 12.94%
13,688 $1.43 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-508 Reduced 3.13%
15,722 $1.55 Million
Q1 2019

May 13, 2019
BUY
N/A
67 Added 0.41%
16,230 $1.61 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-1,246 Reduced 7.16%
16,163 $1.39 Million
Q3 2018

Nov 13, 2018
BUY
N/A
515 Added 3.05%
17,409 $1.62 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-1,010 Reduced 5.64%
16,894 $1.59 Million
Q1 2018

May 14, 2018
BUY
N/A
4,816 Added 36.8%
17,904 $1.54 Million
Q1 2018

May 14, 2018
BUY
N/A
2,303 Added 21.35%
13,088 $1.54 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-2,985 Reduced 21.68%
10,785 $1.01 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-495 Reduced 3.47%
13,770 $1.27 Million
Q2 2017

Aug 10, 2017
BUY
N/A
14,265
14,265 $1.33 Million

Others Institutions Holding RWR

# of Institutions
289
Shares Held
12.4M
Call Options Held
900
Put Options Held
18.5K
View Full List

About SPDR DOW JONES REIT ETF

RWR Quotes by TradingView
  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
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