Phillips Financial Management, LLC Spdr Dow Jones Reit ETF Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 24,596 shares of RWR stock, worth $2.65 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
24,596
Previous 24,595
-0.0%
Holding current value
$2.65 Million
Previous $2.32 Million
1.25%
% of portfolio
0.19%
Previous 0.19%
Shares
29 transactions
Others Institutions Holding RWR
# of Institutions
274Shares Held
10.6MCall Options Held
700Put Options Held
22.9K-
Northern Trust Corp Chicago, IL2.73MShares$293 Million0.04% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.97MShares$212 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA564KShares$60.7 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO449KShares$48.3 Million0.04% of portfolio
-
Mason Street Advisors, LLC Milwaukee, WI371KShares$39.9 Million4.65% of portfolio
About SPDR DOW JONES REIT ETF
- Ticker RWR
- Sector ETFs
- Industry Closed-End Fund - Equity