Integrated Wealth Concepts LLC Spdr Dow Jones Reit ETF Transaction History

Integrated Wealth Concepts LLC

  • $7.02 Billion
  • Q2 2024

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 3,639 shares of RWR stock, worth $376,236. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,639
Previous 5,409 32.72%
Holding current value
$376,236
Previous $509,000 33.6%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
280
Shares Held
10.6M
Call Options Held
700
Put Options Held
22.9K
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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