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

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 88,032 shares of RWO stock, worth $3.8 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
88,032
Previous 78,451 12.21%
Holding current value
$3.8 Million
Previous $3.73 Million 1.26%
% of portfolio
0.93%
Previous 0.99%

Shares

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

Jan 24, 2025
BUY
$42.41 - $47.31 $406,330 - $453,277
9,581 Added 12.21%
88,032 $3.78 Million
Q3 2024

Oct 30, 2024
SELL
$41.23 - $48.48 $4.78 Million - $5.62 Million
-115,905 Reduced 59.64%
78,451 $3.73 Million
Q2 2024

Jul 12, 2024
BUY
$39.55 - $42.66 $1.01 Million - $1.09 Million
25,457 Added 15.07%
194,356 $8.07 Million
Q1 2024

May 14, 2024
BUY
$40.98 - $43.83 $1.4 Million - $1.49 Million
34,071 Added 25.27%
168,899 $7.23 Million
Q4 2023

May 14, 2024
BUY
$35.74 - $44.36 $993,464 - $1.23 Million
27,797 Added 25.97%
134,828 $5.89 Million
Q3 2023

Nov 14, 2023
BUY
$37.74 - $43.16 $924,894 - $1.06 Million
24,507 Added 29.7%
107,031 $4.09 Million
Q2 2023

Jul 12, 2023
BUY
$39.37 - $41.91 $823,305 - $876,421
20,912 Added 33.94%
82,524 $3.39 Million
Q1 2023

Apr 24, 2023
BUY
$38.63 - $46.08 $721,917 - $861,143
18,688 Added 43.54%
61,612 $2.54 Million
Q4 2022

Jan 19, 2023
BUY
$37.13 - $43.08 $247,174 - $286,783
6,657 Added 18.36%
42,924 $0
Q3 2022

Oct 24, 2022
BUY
$38.05 - $48.79 $176,932 - $226,873
4,650 Added 14.71%
36,267 $1.4 Million
Q2 2022

Aug 12, 2022
BUY
$43.05 - $55.03 $1.36 Million - $1.74 Million
31,617 New
31,617 $1.49 Million

Others Institutions Holding RWO

# of Institutions
219
Shares Held
19.2M
Call Options Held
0
Put Options Held
7.8K
View Full List

About SPDR DOW JONES GLOBAL REAL EST

RWO Quotes by TradingView
  • Ticker RWO
  • Sector ETFs
  • Industry ETFs
More about RWO
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

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

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email