Foster Victor Wealth Advisors, LLC Spdr Dow Jones Global Real Est Transaction History

Foster Victor Wealth Advisors, LLC

$1.27 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	BUY	$35.74 - $44.36 $3.33 Million - $4.14 Million	93,232 New	93,232 $4.08 Million
Q1 2022 Apr 14, 2022	SELL	$50.81 - $56.55 $4.4 Million - $4.9 Million	-86,577 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$51.43 - $56.53 $352,809 - $387,795	6,860 Added 8.61%	86,577 $4.76 Million
Q3 2021 Oct 08, 2021	BUY	$51.06 - $55.26 $188,411 - $203,909	3,690 Added 4.85%	79,717 $4.07 Million
Q2 2021 Jul 29, 2021	BUY	$47.97 - $53.8 $3.65 Million - $4.09 Million	76,027 New	76,027 $3.92 Million
Q4 2019 Jan 13, 2020	SELL	$50.59 - $53.39 $1.66 Million - $1.75 Million	-32,768 Closed	0 $0
Q3 2019 Oct 11, 2019	BUY	$51.26 - $51.88 $1.44 Million - $1.46 Million	28,176 Added 613.59%	32,768 $1.7 Million
Q2 2019 Jul 16, 2019	BUY	N/A	4,592 New	4,592 $234,000

Others Institutions Holding RWO

# of Institutions

223

Shares Held

19.3M

Call Options Held

0

Put Options Held

0

State Street Corp Boston, MA

5.85M
Shares

$273 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.68M
Shares

$125 Million
0.02% of portfolio
Huntington National Bank Columbus, OH

1.36M
Shares

$63.2 Million
0.44% of portfolio
Glenmede Trust CO Na Philadelphia, PA

855K
Shares

$39.8 Million
0.18% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

592K
Shares

$27.6 Million
0.04% of portfolio

About SPDR DOW JONES GLOBAL REAL EST

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