Independent Advisor Alliance Spdr Dow Jones Reit ETF Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$59.3 - $107.65 $125,834 - $228,433	-2,122 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$99.89 - $106.77 $211,966 - $226,565	2,122 New	2,122 $217,000

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

$284 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.96M
Shares

$194 Million
0.04% of portfolio
Morgan Stanley New York, NY

931K
Shares

$92.3 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

747K
Shares

$74.1 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

512K
Shares

$50.8 Million
0.01% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.