Evensky & Katz LLC Spdr Dow Jones Reit ETF Transaction History

Evensky & Katz LLC

$1.42 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	N/A	-421 Closed	0 $0
Q3 2019 Nov 07, 2019	SELL	N/A	-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

263

Shares Held

10.7M

Call Options Held

9K

Put Options Held

15.4K

Northern Trust Corp Chicago, IL

2.76M
Shares

$257 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.89M
Shares

$175 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

660K
Shares

$61.4 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

442K
Shares

$41.1 Million
0.04% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

355K
Shares

$33 Million
0.01% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

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