Kmg Fiduciary Partners, LLC Spdr Dow Jones Reit ETF Transaction History

Kmg Fiduciary Partners, LLC

$1.17 Billion
Q4 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 4,932 shares of RWR stock, worth $496,849. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,932

Previous 4,929 0.06%

Holding current value

$496,849

Previous $526,000 7.41%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$97.84 - $108.61 $293 - $325	3 Added 0.06%	4,932 $487,000
Q3 2024 Oct 17, 2024	SELL	$92.36 - $108.47 $17,178 - $20,175	-186 Reduced 3.64%	4,929 $526,000
Q2 2024 Jul 17, 2024	BUY	$86.34 - $93.97 $431 - $469	5 Added 0.1%	5,115 $476,000
Q1 2024 Apr 10, 2024	BUY	$90.16 - $96.33 $360 - $385	4 Added 0.08%	5,110 $481,000
Q4 2023 Jan 10, 2024	BUY	$77.45 - $97.31 $619 - $778	8 Added 0.16%	5,106 $486,000
Q3 2023 Oct 25, 2023	BUY	$81.95 - $94.77 $21,388 - $24,734	261 Added 5.4%	5,098 $422,000
Q2 2023 Jul 14, 2023	BUY	$84.86 - $91.11 $77,901 - $83,638	918 Added 23.42%	4,837 $437,000
Q1 2023 Apr 13, 2023	BUY	$81.79 - $99.43 $123,502 - $150,139	1,510 Added 62.68%	3,919 $347,000
Q4 2022 Jan 12, 2023	BUY	$80.65 - $93.02 $194,285 - $224,085	2,409 New	2,409 $0

Others Institutions Holding RWR

# of Institutions

287

Shares Held

12.9M

Call Options Held

14.5K

Put Options Held

29.4K

View Full List

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

More about RWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Account

Kmg Fiduciary Partners, LLC Spdr Dow Jones Reit ETF Transaction History