A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,286 shares of RWO stock, worth $193,212. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,286
Previous 5,468 21.62%
Holding current value
$193,212
Previous $227,000 10.57%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$41.23 - $48.48 $48,733 - $57,303
-1,182 Reduced 21.62%
4,286 $203,000
Q2 2024

Aug 14, 2024

SELL
$39.55 - $42.66 $116,000 - $125,121
-2,933 Reduced 34.91%
5,468 $227,000
Q1 2024

May 15, 2024

BUY
$40.98 - $43.83 $62,904 - $67,279
1,535 Added 22.36%
8,401 $359,000
Q4 2023

Feb 13, 2024

SELL
$35.74 - $44.36 $130,093 - $161,470
-3,640 Reduced 34.65%
6,866 $300,000
Q3 2023

Nov 15, 2023

BUY
$37.74 - $43.16 $30,833 - $35,261
817 Added 8.43%
10,506 $401,000
Q2 2023

Aug 15, 2023

BUY
$39.37 - $41.91 $381,455 - $406,065
9,689 New
9,689 $397,000
Q4 2019

Feb 20, 2020

SELL
$50.59 - $53.39 $248,953 - $262,732
-4,921 Closed
0 $0
Q3 2019

Nov 15, 2019

SELL
$51.26 - $51.88 $55,975 - $56,652
-1,092 Reduced 18.16%
4,921 $255,000
Q2 2019

Aug 15, 2019

BUY
N/A
423 Added 7.57%
6,013 $210,000
Q1 2019

May 15, 2019

BUY
N/A
5,590 New
5,590 $280,000

Others Institutions Holding RWO

About SPDR DOW JONES GLOBAL REAL EST


  • Ticker RWO
  • Sector ETFs
  • Industry ETFs
More about RWO
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