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

Pacific Capital Wealth Advisors, Inc

$544 Million
Q2 2025

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 6,578 shares of RWO stock, worth $291,405. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,578

Previous 10,376 36.6%

Holding current value

$291,405

Previous $449,000 35.41%

% of portfolio

0.05%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$38.85 - $45.0 $147,552 - $170,910	-3,798 Reduced 36.6%	6,578 $290,000
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

228

Shares Held

18.8M

Call Options Held

Put Options Held

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About SPDR DOW JONES GLOBAL REAL EST

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