Mine & Arao Wealth Creation & Management, Llc. Spdr Dow Jones Reit ETF Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$90.16 - $96.33 $90 - $96	1 Added 0.31%	324 $30,000
Q4 2023 Feb 05, 2024	SELL	$77.45 - $97.31 $2,323 - $2,919	-30 Reduced 8.5%	323 $30,000
Q3 2023 Nov 15, 2023	BUY	$81.95 - $94.77 $163 - $189	2 Added 0.57%	353 $29,000
Q2 2023 Aug 07, 2023	BUY	$84.86 - $91.11 $84 - $91	1 Added 0.29%	351 $31,000
Q1 2023 May 09, 2023	BUY	$81.79 - $99.43 $81 - $99	1 Added 0.29%	350 $31,000
Q4 2022 Feb 03, 2023	BUY	$80.65 - $93.02 $161 - $186	2 Added 0.58%	349 $30,000
Q3 2022 Oct 21, 2022	SELL	$83.14 - $106.49 $2,327 - $2,981	-28 Reduced 7.47%	347 $29,000
Q2 2022 Aug 16, 2022	BUY	$91.63 - $121.36 $91 - $121	1 Added 0.27%	375 $36,000
Q4 2021 Feb 07, 2022	BUY	$106.6 - $122.16 $12,472 - $14,292	117 Added 45.53%	374 $46,000
Q3 2021 Nov 12, 2021	BUY	$105.43 - $114.38 $105 - $114	1 Added 0.39%	257 $27,000
Q2 2021 Aug 09, 2021	BUY	$96.47 - $109.38 $96 - $109	1 Added 0.39%	256 $27,000
Q1 2021 May 14, 2021	BUY	$83.32 - $97.35 $166 - $194	2 Added 0.79%	255 $24,000
Q4 2020 Feb 08, 2021	BUY	$75.22 - $88.59 $150 - $177	2 Added 0.8%	253 $22,000
Q3 2020 Nov 13, 2020	BUY	$74.96 - $83.02 $149 - $166	2 Added 0.8%	251 $20,000
Q2 2020 Aug 04, 2020	BUY	$65.24 - $89.61 $130 - $179	2 Added 0.81%	249 $19,000
Q1 2020 May 13, 2020	BUY	$59.3 - $107.65 $59 - $107	1 Added 0.41%	247 $18,000
Q4 2019 Feb 12, 2020	BUY	$99.89 - $106.77 $24,572 - $26,265	246 New	246 $25,000

Others Institutions Holding RWR

# of Institutions

278

Shares Held

10.7M

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

$209 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

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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