Integrated Wealth Concepts LLC Spdr Dow Jones Reit ETF Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 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 2,466 shares of RWR stock, worth $247,216. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,466

Previous 2,062 19.59%

Holding current value

$247,216

Previous $204,000 16.18%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$86.33 - $99.71 $34,877 - $40,282	404 Added 19.59%	2,466 $237,000
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

287

Shares Held

12.4M

Call Options Held

Put Options Held

10.8K

View Full List

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

More about RWR

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Integrated Wealth Concepts LLC Spdr Dow Jones Reit ETF Transaction History