Ever Source Wealth Advisors, LLC Spdr Dow Jones Reit ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 110 shares of RWR stock, worth $10,201. This represents 0.0% of its overall portfolio holdings.

Number of Shares
110
Previous 110 -0.0%
Holding current value
$10,201
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
SELL
$77.45 - $97.31 $3,872 - $4,865
-50 Reduced 31.25%
110 $10,000
Q2 2023

Aug 04, 2023
SELL
$84.86 - $91.11 $16,972 - $18,222
-200 Reduced 55.56%
160 $14,000
Q1 2023

May 11, 2023
BUY
$81.79 - $99.43 $4,907 - $5,965
60 Added 20.0%
360 $31,000
Q4 2022

Feb 09, 2023
BUY
$85.82 - $93.02 $25,745 - $27,906
300 New
300 $26,000

Others Institutions Holding RWR

# of Institutions
263
Shares Held
10.7M
Call Options Held
9K
Put Options Held
15.4K
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email