Wealthcare Advisory Partners LLC Spdr Dow Jones Reit ETF Transaction History

Wealthcare Advisory Partners LLC

  • $4.19 Billion
  • Q2 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 42,086 shares of RWR stock, worth $4.03 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
42,086
Previous 17,172 145.09%
Holding current value
$4.03 Million
Previous $1.69 Million 140.55%
% of portfolio
0.1%
Previous 0.05%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$86.33 - $99.71 $2.15 Million - $2.48 Million
24,914 Added 145.09%
42,086 $4.06 Million
Q1 2025

Apr 14, 2025
BUY
$95.15 - $104.06 $634,269 - $693,663
6,666 Added 63.45%
17,172 $1.69 Million
Q4 2024

Jan 15, 2025
BUY
$97.84 - $108.61 $679,400 - $754,187
6,944 Added 194.95%
10,506 $1.04 Million
Q3 2024

Nov 04, 2024
SELL
$92.36 - $108.47 $702,859 - $825,456
-7,610 Reduced 68.12%
3,562 $380,000
Q2 2024

Aug 09, 2024
BUY
$86.34 - $93.97 $154,116 - $167,736
1,785 Added 19.02%
11,172 $1.04 Million
Q1 2024

Apr 15, 2024
BUY
$90.16 - $96.33 $20,917 - $22,348
232 Added 2.53%
9,387 $884,000
Q4 2023

Feb 06, 2024
BUY
$77.45 - $97.31 $176,895 - $222,256
2,284 Added 33.24%
9,155 $872,000
Q3 2023

Oct 12, 2023
BUY
$81.95 - $94.77 $8,195 - $9,477
100 Added 1.48%
6,871 $569,000
Q2 2023

Jul 17, 2023
BUY
$84.86 - $91.11 $97,419 - $104,594
1,148 Added 20.42%
6,771 $612,000
Q1 2023

May 04, 2023
SELL
$81.79 - $99.43 $25,845 - $31,419
-316 Reduced 5.32%
5,623 $499,000
Q4 2022

Feb 13, 2023
SELL
$80.65 - $93.02 $41,373 - $47,719
-513 Reduced 7.95%
5,939 $517,000
Q3 2022

Nov 14, 2022
BUY
$83.14 - $106.49 $341,788 - $437,780
4,111 Added 175.61%
6,452 $544,000
Q2 2022

Aug 15, 2022
BUY
$91.63 - $121.36 $214,505 - $284,103
2,341 New
2,341 $223,000
Q2 2021

Aug 16, 2021
SELL
$96.47 - $109.38 $5,691 - $6,453
-59 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$83.32 - $97.35 $4,915 - $5,743
59 New
59 $6,000
Q2 2020

Jul 29, 2020
SELL
$65.24 - $89.61 $26,161 - $35,933
-401 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$59.3 - $107.65 $354,554 - $643,639
-5,979 Reduced 93.71%
401 $29,000
Q4 2019

Jan 29, 2020
SELL
$99.89 - $106.77 $42,653 - $45,590
-427 Reduced 6.27%
6,380 $651,000
Q3 2019

Oct 17, 2019
SELL
$102.94 - $104.74 $27,896 - $28,384
-271 Reduced 3.83%
6,807 $712,000
Q2 2019

Jul 30, 2019
SELL
N/A
-247 Reduced 3.37%
7,078 $699,000
Q1 2019

May 13, 2019
BUY
N/A
46 Added 0.63%
7,325 $725,000
Q4 2018

Feb 14, 2019
BUY
N/A
114 Added 1.59%
7,279 $626,000
Q3 2018

Nov 14, 2018
SELL
N/A
-94 Reduced 1.29%
7,165 $668,000
Q2 2018

Aug 14, 2018
SELL
N/A
-255 Reduced 3.39%
7,259 $682,000
Q1 2018

May 15, 2018
SELL
N/A
-1,110 Reduced 12.87%
7,514 $647,000
Q4 2017

Feb 14, 2018
SELL
N/A
-61 Reduced 0.7%
8,624 $808,000
Q3 2017

Nov 15, 2017
BUY
N/A
8,684 Added 868400.0%
8,685 $803,000
Q2 2017

Aug 29, 2017
BUY
N/A
1
1 $0

Others Institutions Holding RWR

# of Institutions
290
Shares Held
11.9M
Call Options Held
2.2K
Put Options Held
3.1K
View Full List

About SPDR DOW JONES REIT ETF

RWR Quotes by TradingView
  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email