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 $274,995. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,624
Previous 2,688
2.38%
Holding current value
$274,995
Previous $250,000
12.0%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding RWR
# of Institutions
283Shares Held
11.9MCall Options Held
14.5KPut Options Held
29.4K-
Northern Trust Corp Chicago, IL2.87MShares$301 Million0.05% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.96MShares$205 Million0.04% of portfolio
-
Morgan Stanley New York, NY931KShares$97.6 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO747KShares$78.3 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA512KShares$53.7 Million0.01% of portfolio
About SPDR DOW JONES REIT ETF
- Ticker RWR
- Sector ETFs
- Industry Closed-End Fund - Equity