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

Foster Victor Wealth Advisors, LLC

$1.38 Billion
Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 86,656 shares of RWO stock, worth $3.91 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

86,656

Holding current value

$3.91 Million

% of portfolio

0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$41.23 - $48.48 $3.57 Million - $4.2 Million	86,656 New	86,656 $4.12 Million
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

222

Shares Held

19.2M

Call Options Held

Put Options Held

7.8K

View Full List

About SPDR DOW JONES GLOBAL REAL EST

Ticker RWO
Sector ETFs
Industry ETFs

More about RWO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Account

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