Rooted Wealth Advisors, Inc. Spdr Dow Jones Global Real Est Transaction History

Rooted Wealth Advisors, Inc.

$227 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$38.63 - $46.08 $178,779 - $213,258	4,628 Added 27.61%	21,390 $867,000
Q4 2022 Feb 13, 2023	BUY	$37.13 - $43.08 $622,373 - $722,106	16,762 New	16,762 $686,000

Others Institutions Holding RWO

# of Institutions

223

Shares Held

19.3M

Call Options Held

0

Put Options Held

0

State Street Corp Boston, MA

5.85M
Shares

$273 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.68M
Shares

$125 Million
0.02% of portfolio
Huntington National Bank Columbus, OH

1.36M
Shares

$63.2 Million
0.44% of portfolio
Glenmede Trust CO Na Philadelphia, PA

855K
Shares

$39.8 Million
0.18% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

592K
Shares

$27.6 Million
0.04% of portfolio

About SPDR DOW JONES GLOBAL REAL EST

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