Heartwood Wealth Advisors LLC Spdr Dow Jones Reit ETF Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,624 shares of RWR stock, worth $267,989. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,624
Previous 2,688 2.38%
Holding current value
$267,989
Previous $250,000 12.0%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$92.36 - $108.47 $5,911 - $6,942
-64 Reduced 2.38%
2,624 $280,000
Q2 2024

Jul 09, 2024
SELL
$86.34 - $93.97 $259 - $281
-3 Reduced 0.11%
2,688 $250,000
Q1 2024

Apr 02, 2024
BUY
$90.16 - $96.33 $48,776 - $52,114
541 Added 25.16%
2,691 $253,000
Q4 2023

Jan 17, 2024
BUY
$77.45 - $97.31 $166,517 - $209,216
2,150 New
2,150 $204,000
Q1 2021

Apr 19, 2021
SELL
$83.32 - $97.35 $4.79 Million - $5.6 Million
-57,530 Closed
0 $0
Q4 2020

Jan 26, 2021
BUY
$75.22 - $88.59 $87,330 - $102,852
1,161 Added 2.06%
57,530 $4.99 Million
Q3 2020

Oct 28, 2020
SELL
$74.96 - $83.02 $1.92 Million - $2.13 Million
-25,657 Reduced 31.28%
56,369 $4.4 Million
Q2 2020

Aug 05, 2020
BUY
$65.24 - $89.61 $1.84 Million - $2.53 Million
28,265 Added 52.58%
82,026 $4.4 Million
Q1 2020

May 04, 2020
BUY
$59.3 - $107.65 $79,343 - $144,035
1,338 Added 2.55%
53,761 $3.88 Million
Q4 2019

Jan 31, 2020
BUY
$99.89 - $106.77 $5.24 Million - $5.6 Million
52,423 New
52,423 $5.35 Million

Others Institutions Holding RWR

# of Institutions
282
Shares Held
10.7M
Call Options Held
700
Put Options Held
22.9K
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
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