Holistic Financial Partners Spdr Dow Jones Global Real Est Transaction History

Holistic Financial Partners

$205 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-1,429 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	1,429	1,429 $70,000

Others Institutions Holding RWO

# of Institutions

222

Shares Held

19.2M

Call Options Held

0

Put Options Held

7.8K

State Street Corp Boston, MA

5.43M
Shares

$235 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

1.48M
Shares

$64.2 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$59.8 Million
0.01% of portfolio
Glenmede Trust CO Na Philadelphia, PA

841K
Shares

$36.3 Million
0.19% of portfolio
Goldman Sachs Group Inc New York, NY

771K
Shares

$33.3 Million
0.01% of portfolio

About SPDR DOW JONES GLOBAL REAL EST

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