Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Dow Jones Global Real Est Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$39.55 - $42.66 $35,278 - $38,052	-892 Reduced 95.61%	41 $1,000
Q1 2024 Apr 30, 2024	BUY	$40.98 - $43.83 $38,234 - $40,893	933 New	933 $39,000
Q3 2023 Oct 17, 2023	BUY	$37.74 - $43.16 $37 - $43	1 Added 1.15%	88 $3,000
Q2 2023 Jul 19, 2023	BUY	$39.37 - $41.91 $39 - $41	1 Added 1.16%	87 $3,000
Q1 2023 May 10, 2023	SELL	$38.63 - $46.08 $1,699 - $2,027	-44 Reduced 33.85%	86 $3,000
Q4 2022 Feb 14, 2023	BUY	$37.13 - $43.08 $4,826 - $5,600	130 New	130 $5,000
Q4 2021 Feb 14, 2022	SELL	$51.43 - $56.53 $257 - $282	-5 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$51.06 - $55.26 $255 - $276	5 New	5 $0
Q2 2021 Jul 27, 2021	SELL	$47.97 - $53.8 $7,819 - $8,769	-163 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$43.07 - $47.99 $7,020 - $7,822	163 New	163 $7,000

Others Institutions Holding RWO

# of Institutions

222

Shares Held

19.2M

Call Options Held

Put Options Held

7.8K

State Street Corp Boston, MA

5.43M
Shares

$245 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

1.48M
Shares

$66.9 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$62.3 Million
0.01% of portfolio
Glenmede Trust CO Na Philadelphia, PA

841K
Shares

$37.9 Million
0.19% of portfolio
Goldman Sachs Group Inc New York, NY

771K
Shares

$34.8 Million
0.01% of portfolio

View Full List

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