Pacific Capital Wealth Advisors, Inc Spdr Dow Jones Global Real Est Transaction History

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 10,376 shares of RWO stock, worth $448,450. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,376
Previous 11,399 8.97%
Holding current value
$448,450
Previous $473,000 4.23%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$41.23 - $48.48 $42,178 - $49,595
-1,023 Reduced 8.97%
10,376 $493,000
Q3 2022

Nov 14, 2022
SELL
$38.05 - $48.79 $13,736 - $17,613
-361 Reduced 3.07%
11,399 $441,000
Q3 2020

Nov 16, 2020
BUY
$38.16 - $41.66 $154,128 - $168,264
4,039 Added 52.31%
11,760 $465,000
Q2 2020

Aug 11, 2020
SELL
$32.9 - $43.96 $155,222 - $207,403
-4,718 Reduced 37.93%
7,721 $301,000
Q1 2020

May 19, 2020
BUY
$30.12 - $53.58 $195,177 - $347,198
6,480 Added 108.74%
12,439 $448,000
Q4 2019

Feb 14, 2020
BUY
$50.59 - $53.39 $301,465 - $318,151
5,959 New
5,959 $307,000

Others Institutions Holding RWO

# of Institutions
222
Shares Held
19.2M
Call Options Held
0
Put Options Held
7.8K
View Full List

About SPDR DOW JONES GLOBAL REAL EST

RWO Quotes by TradingView
  • Ticker RWO
  • Sector ETFs
  • Industry ETFs
More about RWO
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email