Jfs Wealth Advisors, LLC Spdr Dow Jones Global Real Est Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 101,858 shares of RWO stock, worth $4.61 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

101,858

Previous 103,368 1.46%

Holding current value

$4.61 Million

Previous $4.91 Million 11.09%

% of portfolio

0.3%

Previous 0.33%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$42.41 - $47.31 $64,039 - $71,438	-1,510 Reduced 1.46%	101,858 $4.37 Million
Q3 2024 Oct 25, 2024	SELL	$41.23 - $48.48 $53,928 - $63,411	-1,308 Reduced 1.25%	103,368 $4.91 Million
Q2 2024 Jul 15, 2024	SELL	$39.55 - $42.66 $311,100 - $335,563	-7,866 Reduced 6.99%	104,676 $4.35 Million
Q1 2024 Apr 30, 2024	SELL	$40.98 - $43.83 $125,111 - $133,812	-3,053 Reduced 2.64%	112,542 $4.82 Million
Q4 2023 Feb 07, 2024	SELL	$35.74 - $44.36 $755,043 - $937,149	-21,126 Reduced 15.45%	115,595 $5.05 Million
Q3 2023 Nov 02, 2023	SELL	$37.74 - $43.16 $27,059 - $30,945	-717 Reduced 0.52%	136,721 $5.22 Million
Q2 2023 Aug 07, 2023	SELL	$39.37 - $41.91 $79,369 - $84,490	-2,016 Reduced 1.45%	137,438 $5.64 Million
Q1 2023 Apr 19, 2023	BUY	$38.63 - $46.08 $78,843 - $94,049	2,041 Added 1.49%	139,454 $5.74 Million
Q4 2022 Feb 13, 2023	SELL	$37.13 - $43.08 $30,038 - $34,851	-809 Reduced 0.59%	137,413 $5.62 Million
Q3 2022 Oct 21, 2022	SELL	$38.05 - $48.79 $209,921 - $269,174	-5,517 Reduced 3.84%	138,222 $5.35 Million
Q2 2022 Aug 02, 2022	SELL	$43.05 - $55.03 $73,400 - $93,826	-1,705 Reduced 1.17%	143,739 $6.35 Million
Q1 2022 May 02, 2022	SELL	$50.81 - $56.55 $968,336 - $1.08 Million	-19,058 Reduced 11.59%	145,444 $7.86 Million
Q4 2021 Feb 03, 2022	SELL	$51.43 - $56.53 $236,835 - $260,320	-4,605 Reduced 2.72%	164,502 $9.3 Million
Q3 2021 Nov 09, 2021	SELL	$51.06 - $55.26 $502,328 - $543,647	-9,838 Reduced 5.5%	169,107 $8.64 Million
Q2 2021 Aug 04, 2021	SELL	$47.97 - $53.8 $620,156 - $695,526	-12,928 Reduced 6.74%	178,945 $9.21 Million
Q1 2021 Apr 28, 2021	SELL	$43.07 - $47.99 $236,325 - $263,321	-5,487 Reduced 2.78%	191,873 $9.06 Million
Q4 2020 Feb 01, 2021	SELL	$37.87 - $45.0 $2.27 Million - $2.7 Million	-59,951 Reduced 23.3%	197,360 $8.78 Million
Q3 2020 Oct 28, 2020	SELL	$38.16 - $41.66 $227,777 - $248,668	-5,969 Reduced 2.27%	257,311 $10.2 Million
Q2 2020 Aug 05, 2020	SELL	$32.9 - $43.96 $620,691 - $829,349	-18,866 Reduced 6.69%	263,280 $10.3 Million
Q1 2020 Apr 29, 2020	BUY	$30.12 - $53.58 $374,933 - $666,963	12,448 Added 4.62%	282,146 $10.2 Million
Q4 2019 Feb 03, 2020	BUY	$50.59 - $53.39 $1.91 Million - $2.02 Million	37,809 Added 16.3%	269,698 $13.9 Million
Q3 2019 Oct 31, 2019	SELL	$51.26 - $51.88 $281,366 - $284,769	-5,489 Reduced 2.31%	231,889 $12 Million
Q2 2019 Aug 06, 2019	BUY	N/A	2,483 Added 1.06%	237,378 $11.8 Million
Q1 2019 Apr 23, 2019	SELL	N/A	-2,561 Reduced 1.08%	234,895 $11.8 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-4,694 Reduced 1.94%	237,456 $10.5 Million
Q3 2018 Nov 09, 2018	BUY	N/A	2,218 Added 0.92%	242,150 $11.5 Million
Q2 2018 Jul 26, 2018	BUY	N/A	204 Added 0.09%	239,932 $11.5 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-7,638 Reduced 3.09%	239,728 $11.1 Million
Q4 2017 Jan 31, 2018	BUY	N/A	8,126 Added 3.4%	247,366 $12.1 Million
Q3 2017 Oct 20, 2017	BUY	N/A	239,240	239,240 $11.4 Million

Others Institutions Holding RWO

# of Institutions

224

Shares Held

19.5M

Call Options Held

Put Options Held

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About SPDR DOW JONES GLOBAL REAL EST

Ticker RWO
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Jfs Wealth Advisors, LLC Spdr Dow Jones Global Real Est Transaction History