Integrated Wealth Concepts LLC Spdr Dow Jones Global Real Est Transaction History

Integrated Wealth Concepts LLC

  • $6.69 Billion
  • Q1 2024

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 8,401 shares of RWO stock, worth $349,229. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,401
Previous 6,866 22.36%
Holding current value
$349,229
Previous $300,000 19.67%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-4,921 Closed
0 $0
Q3 2019

Nov 15, 2019
SELL
N/A
-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

# of Institutions
226
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR DOW JONES GLOBAL REAL EST

RWO Quotes by TradingView
  • Ticker RWO
  • Sector ETFs
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More about RWO
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