A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,465 shares of RWO stock, worth $63,317. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,465
Previous 1,485 1.35%
Holding current value
$63,317
Previous $61,000 13.11%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$41.23 - $48.48 $824 - $969
-20 Reduced 1.35%
1,465 $69,000
Q1 2024

Jun 11, 2024

BUY
$40.98 - $43.83 $819 - $876
20 Added 1.37%
1,485 $63,000
Q2 2023

Aug 04, 2023

SELL
$39.37 - $41.91 $314 - $335
-8 Reduced 0.54%
1,465 $60,000
Q4 2022

Feb 09, 2023

BUY
$37.13 - $43.08 $18,193 - $21,109
490 Added 49.85%
1,473 $60,000
Q3 2022

Nov 07, 2022

BUY
$38.05 - $48.79 $37,403 - $47,960
983 New
983 $38,000

Others Institutions Holding RWO

About SPDR DOW JONES GLOBAL REAL EST


  • Ticker RWO
  • Sector ETFs
  • Industry ETFs
More about RWO
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.