Wealthsource Partners, LLC Spdr Dow Jones Reit ETF Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 15, 2019	SELL	$102.94 - $104.74 $1.96 Million - $2 Million	-19,053 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	N/A	19,053 New	19,053 $1.88 Million

Others Institutions Holding RWR

# of Institutions

282

Shares Held

11.9M

Call Options Held

14.5K

Put Options Held

29.4K

Northern Trust Corp Chicago, IL

2.87M
Shares

$298 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.96M
Shares

$204 Million
0.04% of portfolio
Morgan Stanley New York, NY

931K
Shares

$96.8 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

747K
Shares

$77.7 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

512K
Shares

$53.3 Million
0.01% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

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