Total Wealth Planning, LLC Spdr Dow Jones Global Real Est Transaction History

Total Wealth Planning, LLC

  • $611 Million
  • Q1 2025

A detailed history of Total Wealth Planning, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Total Wealth Planning, LLC holds 29,315 shares of RWO stock, worth $1.3 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
29,315
Previous 33,194 11.69%
Holding current value
$1.3 Million
Previous $1.42 Million 10.75%
% of portfolio
0.21%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$41.41 - $45.24 $160,629 - $175,485
-3,879 Reduced 11.69%
29,315 $1.27 Million
Q4 2024

Jan 15, 2025
SELL
$42.41 - $47.31 $30,111 - $33,590
-710 Reduced 2.09%
33,194 $1.42 Million
Q3 2024

Oct 10, 2024
SELL
$41.23 - $48.48 $140,264 - $164,928
-3,402 Reduced 9.12%
33,904 $1.61 Million
Q2 2024

Aug 02, 2024
SELL
$39.55 - $42.66 $32,984 - $35,578
-834 Reduced 2.19%
37,306 $1.55 Million
Q1 2024

Apr 18, 2024
SELL
$40.98 - $43.83 $11,802 - $12,623
-288 Reduced 0.75%
38,140 $1.63 Million
Q4 2023

Feb 05, 2024
SELL
$35.74 - $44.36 $84,310 - $104,645
-2,359 Reduced 5.78%
38,428 $1.68 Million
Q3 2023

Nov 08, 2023
SELL
$37.74 - $43.16 $43,853 - $50,151
-1,162 Reduced 2.77%
40,787 $1.56 Million
Q2 2023

Jul 31, 2023
SELL
$39.37 - $41.91 $21,614 - $23,008
-549 Reduced 1.29%
41,949 $1.72 Million
Q1 2023

Apr 14, 2023
BUY
$38.63 - $46.08 $104,764 - $124,968
2,712 Added 6.82%
42,498 $1.75 Million
Q4 2022

Feb 02, 2023
BUY
$37.13 - $43.08 $1.48 Million - $1.71 Million
39,786 New
39,786 $1.63 Million

Others Institutions Holding RWO

# of Institutions
227
Shares Held
18.8M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR DOW JONES GLOBAL REAL EST

RWO Quotes by TradingView
  • Ticker RWO
  • Sector ETFs
  • Industry ETFs
More about RWO
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