Phillips Financial Management, LLC Spdr Dow Jones International R Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Spdr Dow Jones International R stock. As of the latest transaction made, Phillips Financial Management, LLC holds 325 shares of RWX stock, worth $7,917. This represents 0.0% of its overall portfolio holdings.
Number of Shares
325
Previous 325
-0.0%
Holding current value
$7,917
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding RWX
# of Institutions
145Shares Held
6.46MCall Options Held
0Put Options Held
0-
Osborne Partners Capital Management, LLC1.23MShares$29.9 Million1.93% of portfolio
-
Morgan Stanley New York, NY980KShares$23.9 Million0.0% of portfolio
-
Northern Trust Corp Chicago, IL698KShares$17 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA437KShares$10.7 Million0.0% of portfolio
-
Awm Capital, LLC300KShares$7.3 Million1.34% of portfolio