Moneywise, Inc. Spdr Dow Jones Global Real Est Transaction History

Moneywise, Inc.

$183 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 13, 2020	SELL	N/A	-5,197 Closed	0 $0
Q4 2019 Jan 07, 2020	SELL	N/A	-37 Reduced 0.71%	5,197 $269,000
Q3 2019 Oct 23, 2019	SELL	N/A	-32 Reduced 0.61%	5,234 $271,000
Q2 2019 Jul 17, 2019	BUY	N/A	452 Added 9.39%	5,266 $263,000
Q1 2019 Apr 30, 2019	SELL	N/A	-681 Reduced 12.39%	4,814 $223,000

Q4 2018 Jan 29, 2019	BUY	N/A	155 Added 2.9%	5,495 $243,000
Q3 2018 Oct 15, 2018	BUY	N/A	190 Added 3.69%	5,340 $254,000
Q2 2018 Jul 19, 2018	BUY	N/A	139 Added 2.77%	5,150 $248,000
Q1 2018 Apr 17, 2018	BUY	N/A	403 Added 8.75%	5,011 $232,000
Q4 2017 Jan 08, 2018	BUY	N/A	171 Added 3.85%	4,608 $225,000
Q3 2017 Oct 10, 2017	BUY	N/A	4,437	4,437 $212,000

Others Institutions Holding RWO

# of Institutions

226

Shares Held

19.3M

Call Options Held

0

Put Options Held

0

State Street Corp Boston, MA

5.56M
Shares

$230 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.8M
Shares

$116 Million
0.02% of portfolio
Huntington National Bank Columbus, OH

1.24M
Shares

$51.5 Million
0.43% of portfolio
Glenmede Trust CO Na Philadelphia, PA

890K
Shares

$36.9 Million
0.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

621K
Shares

$25.8 Million
0.04% of portfolio

About SPDR DOW JONES GLOBAL REAL EST

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