Wealth Shield Partners, LLC Spdr Dow Jones Reit ETF Transaction History

Wealth Shield Partners, LLC

$640 Million
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 12, 2019	SELL	N/A	-5 Closed	0 $0
Q1 2019 May 14, 2019	SELL	N/A	-72 Reduced 93.51%	5 $0
Q3 2018 Nov 05, 2018	SELL	N/A	-67 Reduced 46.53%	77 $7,000
Q4 2017 Apr 18, 2018	BUY	N/A	144	144 $13,000

Others Institutions Holding RWR

# of Institutions

274

Shares Held

10.6M

Call Options Held

700

Put Options Held

22.9K

Northern Trust Corp Chicago, IL

2.73M
Shares

$289 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.97M
Shares

$208 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

564K
Shares

$59.8 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

449K
Shares

$47.6 Million
0.04% of portfolio
Mason Street Advisors, LLC Milwaukee, WI

371K
Shares

$39.3 Million
4.65% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

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