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 $260,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,624
Previous 2,688 2.38%
Holding current value
$260,904
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

About SPDR DOW JONES REIT ETF


  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

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

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.