Iht Wealth Management, LLC Spdr Dow Jones Reit ETF Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	N/A	-117 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	1 Added 0.86%	117 $11,000
Q3 2017 Nov 14, 2017	BUY	N/A	116	116 $11,000

Others Institutions Holding RWR

# of Institutions

283

Shares Held

11.9M

Call Options Held

14.5K

Put Options Held

29.4K

Northern Trust Corp Chicago, IL

2.87M
Shares

$285 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.96M
Shares

$195 Million
0.04% of portfolio
Morgan Stanley New York, NY

931K
Shares

$92.6 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

747K
Shares

$74.3 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

512K
Shares

$51 Million
0.01% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

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