Evensky & Katz LLC Spdr Dow Jones Reit ETF Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	$65.24 - $89.61 $27,466 - $37,725	-421 Closed	0 $0
Q3 2019 Nov 07, 2019	SELL	$102.94 - $104.74 $9,676 - $9,845	-94 Reduced 18.25%	421 $44,000
Q1 2019 May 07, 2019	BUY	N/A	515 New	515 $50,000

Others Institutions Holding RWR

# of Institutions

282

Shares Held

11.9M

Call Options Held

14.5K

Put Options Held

29.4K

Northern Trust Corp Chicago, IL

2.87M
Shares

$298 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.96M
Shares

$204 Million
0.04% of portfolio
Morgan Stanley New York, NY

931K
Shares

$96.8 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

747K
Shares

$77.7 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

512K
Shares

$53.3 Million
0.01% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

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