Phillips Financial Management, LLC Spdr Dow Jones Global Real Est Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Phillips Financial Management, LLC holds 4,751 shares of RWO stock, worth $223,439. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,751
Previous 4,704
1.0%
Holding current value
$223,439
Previous $201,000
1.99%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding RWO
# of Institutions
223Shares Held
19.3MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA5.85MShares$275 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY2.68MShares$126 Million0.02% of portfolio
-
Huntington National Bank Columbus, OH1.36MShares$63.8 Million0.44% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA855KShares$40.2 Million0.18% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL592KShares$27.8 Million0.04% of portfolio