A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 2,607 shares of RWR stock, worth $264,010. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,607
Previous 3,114 16.28%
Holding current value
$264,010
Previous $332,000 22.59%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025

SELL
$97.84 - $108.61 $49,604 - $55,065
-507 Reduced 16.28%
2,607 $257,000
Q3 2024

Oct 31, 2024

BUY
$92.36 - $108.47 $30,848 - $36,228
334 Added 12.01%
3,114 $332,000
Q2 2024

Jul 16, 2024

BUY
$86.34 - $93.97 $7,338 - $7,987
85 Added 3.15%
2,780 $258,000
Q1 2024

May 06, 2024

SELL
$90.16 - $96.33 $40,932 - $43,733
-454 Reduced 14.42%
2,695 $254,000
Q4 2023

Feb 07, 2024

BUY
$77.45 - $97.31 $51,349 - $64,516
663 Added 26.67%
3,149 $300,000
Q3 2023

Nov 13, 2023

BUY
$81.95 - $94.77 $203,727 - $235,598
2,486 New
2,486 $206,000

Others Institutions Holding RWR

About SPDR DOW JONES REIT ETF


  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.