Financial Advocates Investment Management Spdr Dow Jones Reit ETF Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 6,011 shares of RWR stock, worth $610,717. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,011
Holding current value
$610,717
% of portfolio
0.03%

Shares

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

Jan 27, 2025
BUY
$97.84 - $108.61 $588,116 - $652,854
6,011 New
6,011 $594,000
Q2 2024

Jul 26, 2024
BUY
$86.34 - $93.97 $517,780 - $563,538
5,997 New
5,997 $558,000
Q2 2023

Aug 07, 2023
SELL
$84.86 - $91.11 $3,733 - $4,008
-44 Reduced 0.68%
6,384 $577,000
Q1 2023

May 11, 2023
SELL
$81.79 - $99.43 $111,316 - $135,324
-1,361 Reduced 17.47%
6,428 $570,000
Q4 2022

Feb 14, 2023
SELL
$80.65 - $93.02 $483 - $558
-6 Reduced 0.08%
7,789 $678,000
Q3 2022

Nov 14, 2022
SELL
$83.14 - $106.49 $845,533 - $1.08 Million
-10,170 Reduced 56.61%
7,795 $657,000
Q2 2022

Aug 12, 2022
SELL
$91.63 - $121.36 $173,363 - $229,613
-1,892 Reduced 9.53%
17,965 $1.71 Million
Q1 2022

May 11, 2022
BUY
$108.0 - $122.07 $287,388 - $324,828
2,661 Added 15.47%
19,857 $2.33 Million
Q4 2021

Feb 14, 2022
BUY
$106.6 - $122.16 $710,489 - $814,196
6,665 Added 63.29%
17,196 $2.1 Million
Q3 2021

Nov 04, 2021
BUY
$105.43 - $114.38 $525,990 - $570,641
4,989 Added 90.02%
10,531 $981,000
Q2 2021

Aug 03, 2021
SELL
$96.47 - $109.38 $2,894 - $3,281
-30 Reduced 0.54%
5,542 $581,000
Q1 2021

May 10, 2021
SELL
$83.32 - $97.35 $13.4 Million - $15.6 Million
-160,265 Reduced 96.64%
5,572 $527,000
Q4 2020

Feb 12, 2021
BUY
$75.22 - $88.59 $12.1 Million - $14.2 Million
160,198 Added 2840.89%
165,837 $5.17 Million
Q3 2020

Nov 04, 2020
BUY
$74.96 - $83.02 $422,699 - $468,149
5,639 New
5,639 $439,000
Q1 2019

May 16, 2019
SELL
N/A
-6,594 Closed
0 $0
Q4 2018

May 09, 2019
BUY
N/A
80 Added 1.23%
6,594 $567,000
Q4 2018

Mar 04, 2019
SELL
N/A
-80 Reduced 1.21%
6,514 $560,000
Q4 2018

Feb 14, 2019
SELL
N/A
-1,995 Reduced 23.23%
6,594 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-167 Reduced 1.91%
8,589 $0
Q2 2018

Aug 09, 2018
BUY
N/A
75 Added 0.86%
8,756 $822,000
Q1 2018

May 11, 2018
SELL
N/A
-591 Reduced 6.37%
8,681 $748,000
Q4 2017

Feb 15, 2018
BUY
N/A
9,272
9,272 $869,000

Others Institutions Holding RWR

# of Institutions
288
Shares Held
12.5M
Call Options Held
900
Put Options Held
18.5K
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 Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email