Integrated Wealth Concepts LLC Spdr Dow Jones Reit ETF Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,062 shares of RWR stock, worth $202,962. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,062
Previous 2,144 3.82%
Holding current value
$202,962
Previous $211,000 3.32%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$95.15 - $104.06 $7,802 - $8,532
-82 Reduced 3.82%
2,062 $204,000
Q4 2024

Feb 14, 2025
SELL
$97.84 - $108.61 $144,803 - $160,742
-1,480 Reduced 40.84%
2,144 $211,000
Q3 2024

Nov 14, 2024
SELL
$92.36 - $108.47 $1,385 - $1,627
-15 Reduced 0.41%
3,624 $386,000
Q2 2024

Aug 14, 2024
SELL
$86.34 - $93.97 $152,821 - $166,326
-1,770 Reduced 32.72%
3,639 $338,000
Q1 2024

May 15, 2024
BUY
$90.16 - $96.33 $21,007 - $22,444
233 Added 4.5%
5,409 $509,000
Q4 2023

Feb 13, 2024
BUY
$77.45 - $97.31 $400,881 - $503,676
5,176 New
5,176 $493,000

Others Institutions Holding RWR

# of Institutions
295
Shares Held
11.6M
Call Options Held
2.2K
Put Options Held
3.1K
View Full List

About SPDR DOW JONES REIT ETF

RWR Quotes by TradingView
  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
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