Institute For Wealth Management, Llc. Spdr Dow Jones Reit ETF Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$59.3 - $107.65 $14,587 - $26,481	-246 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$99.89 - $106.77 $24,572 - $26,265	246 New	246 $25,000

Others Institutions Holding RWR

# of Institutions

274

Shares Held

10.6M

Call Options Held

700

Put Options Held

22.9K

Northern Trust Corp Chicago, IL

2.73M
Shares

$289 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.97M
Shares

$208 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

564K
Shares

$59.8 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

449K
Shares

$47.6 Million
0.04% of portfolio
Mason Street Advisors, LLC Milwaukee, WI

371K
Shares

$39.3 Million
4.65% 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.