Strategic Family Wealth Counselors, L.L.C. Spdr Dow Jones Global Real Est Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 6,967 shares of RWO stock, worth $299,371. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,967

Previous 7,504 7.16%

Holding current value

$299,371

Previous $311,000 6.43%

% of portfolio

0.12%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$41.23 - $48.48 $22,140 - $26,033	-537 Reduced 7.16%	6,967 $331,000
Q2 2024 Aug 14, 2024	SELL	$39.55 - $42.66 $13,565 - $14,632	-343 Reduced 4.37%	7,504 $311,000
Q1 2024 May 14, 2024	BUY	$40.98 - $43.83 $27,169 - $29,059	663 Added 9.23%	7,847 $336,000
Q4 2023 Jan 29, 2024	BUY	$35.74 - $44.36 $256,756 - $318,682	7,184 New	7,184 $314,000
Q2 2022 Aug 11, 2022	BUY	$43.05 - $55.03 $202,851 - $259,301	4,712 New	4,712 $208,000
Q2 2021 Jul 29, 2021	SELL	$47.97 - $53.8 $346,103 - $388,167	-7,215 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$43.07 - $47.99 $103,454 - $115,271	-2,402 Reduced 24.98%	7,215 $341,000
Q4 2020 Feb 16, 2021	SELL	$37.87 - $45.0 $164,999 - $196,065	-4,357 Reduced 31.18%	9,617 $428,000
Q3 2020 Oct 26, 2020	SELL	$38.16 - $41.66 $471,657 - $514,917	-12,360 Reduced 46.94%	13,974 $552,000
Q2 2020 Jul 13, 2020	SELL	$32.9 - $43.96 $330,612 - $441,754	-10,049 Reduced 27.62%	26,334 $1.03 Million
Q1 2020 Apr 16, 2020	BUY	$30.12 - $53.58 $8,102 - $14,413	269 Added 0.74%	36,383 $1.31 Million
Q4 2019 Jan 17, 2020	BUY	$50.59 - $53.39 $58,886 - $62,145	1,164 Added 3.33%	36,114 $1.86 Million
Q3 2019 Oct 17, 2019	BUY	$51.26 - $51.88 $142,759 - $144,485	2,785 Added 8.66%	34,950 $1.81 Million
Q2 2019 Jul 17, 2019	BUY	N/A	3,016 Added 10.35%	32,165 $1.61 Million
Q1 2019 Apr 26, 2019	BUY	N/A	5,101 Added 21.21%	29,149 $1.46 Million
Q4 2018 Jan 18, 2019	BUY	N/A	24,048 New	24,048 $1.06 Million

Others Institutions Holding RWO

# of Institutions

222

Shares Held

19.2M

Call Options Held

Put Options Held

7.8K

View Full List

About SPDR DOW JONES GLOBAL REAL EST

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Strategic Family Wealth Counselors, L.L.C. Spdr Dow Jones Global Real Est Transaction History