Litman Gregory Wealth Management LLC Spdr Dow Jones Reit ETF Transaction History

Litman Gregory Wealth Management LLC

$1.13 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 27, 2021	SELL	$96.47 - $109.38 $18,618 - $21,110	-193 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$59.3 - $107.65 $11,444 - $20,776	193 New	193 $14,000

Others Institutions Holding RWR

# of Institutions

274

Shares Held

10.6M

Call Options Held

700

Put Options Held

22.9K

Northern Trust Corp Chicago, IL

2.73M
Shares

$289 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.97M
Shares

$208 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

564K
Shares

$59.8 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

449K
Shares

$47.6 Million
0.04% of portfolio
Mason Street Advisors, LLC Milwaukee, WI

371K
Shares

$39.3 Million
4.65% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

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