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
Others Institutions Holding RWO
# of Institutions
228Shares Held
18.8MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA5.9MShares$261 Million0.01% of portfolio
-
Huntington National Bank Columbus, OH1.49MShares$66 Million0.48% of portfolio
-
Bank Of America Corp Charlotte, NC1.42MShares$63.1 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA899KShares$39.8 Million0.22% of portfolio
-
Envestnet Asset Management Inc625KShares$27.7 Million0.01% of portfolio