Marcum Wealth, LLC Spdr Dow Jones Reit ETF Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$77.45 - $97.31 $273,553 - $343,698	3,532 New	3,532 $336,000
Q4 2022 Jan 12, 2023	BUY	$80.65 - $93.02 $805,209 - $928,711	9,984 New	9,984 $0

Others Institutions Holding RWR

# of Institutions

283

Shares Held

11.9M

Call Options Held

14.5K

Put Options Held

29.4K

Northern Trust Corp Chicago, IL

2.87M
Shares

$312 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.96M
Shares

$213 Million
0.04% of portfolio
Morgan Stanley New York, NY

931K
Shares

$101 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

747K
Shares

$81.2 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

512K
Shares

$55.7 Million
0.01% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

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