Ae Wealth Management LLC Spdr Dow Jones Global Real Est Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,088 shares of RWO stock, worth $186,453. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,088
Previous 5,653 27.68%
Holding current value
$186,453
Previous $249,000 24.9%
% of portfolio
0.0%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$43.53 - $46.27 $68,124 - $72,412
-1,565 Reduced 27.68%
4,088 $187,000
Q2 2025

Aug 06, 2025
SELL
$38.85 - $45.0 $34,265 - $39,690
-882 Reduced 13.5%
5,653 $249,000
Q1 2025

May 06, 2025
SELL
$41.41 - $45.24 $23,686 - $25,877
-572 Reduced 8.05%
6,535 $285,000
Q4 2024

Feb 13, 2025
BUY
$42.41 - $47.31 $1,145 - $1,277
27 Added 0.38%
7,107 $304,000
Q3 2024

Nov 14, 2024
SELL
$41.23 - $48.48 $1,113 - $1,308
-27 Reduced 0.38%
7,080 $336,000
Q2 2024

Aug 12, 2024
SELL
$39.55 - $42.66 $9,571 - $10,323
-242 Reduced 3.29%
7,107 $295,000
Q1 2024

May 15, 2024
SELL
$40.98 - $43.83 $40,078 - $42,865
-978 Reduced 11.74%
7,349 $314,000
Q4 2023

Feb 14, 2024
SELL
$35.74 - $44.36 $31,701 - $39,347
-887 Reduced 9.63%
8,327 $363,000
Q3 2023

Oct 11, 2023
BUY
$37.74 - $43.16 $9,812 - $11,221
260 Added 2.9%
9,214 $351,000
Q2 2023

Jul 10, 2023
SELL
$39.37 - $41.91 $21,259 - $22,631
-540 Reduced 5.69%
8,954 $367,000
Q1 2023

Apr 14, 2023
SELL
$38.63 - $46.08 $23,178 - $27,648
-600 Reduced 5.94%
9,494 $390,000
Q4 2022

Jan 31, 2023
SELL
$37.13 - $43.08 $459,966 - $533,675
-12,388 Reduced 55.1%
10,094 $412,000
Q3 2022

Oct 25, 2022
BUY
$38.05 - $48.79 $234,920 - $301,229
6,174 Added 37.86%
22,482 $870,000
Q2 2022

Aug 03, 2022
BUY
$43.05 - $55.03 $70,989 - $90,744
1,649 Added 11.25%
16,308 $720,000
Q1 2022

Apr 18, 2022
SELL
$50.81 - $56.55 $49,438 - $55,023
-973 Reduced 6.22%
14,659 $792,000
Q4 2021

Jan 20, 2022
BUY
$51.43 - $56.53 $181,136 - $199,098
3,522 Added 29.08%
15,632 $884,000
Q3 2021

Nov 01, 2021
BUY
$51.06 - $55.26 $36,712 - $39,731
719 Added 6.31%
12,110 $618,000
Q2 2021

Jul 21, 2021
BUY
$47.97 - $53.8 $88,312 - $99,045
1,841 Added 19.28%
11,391 $587,000
Q1 2021

Apr 27, 2021
SELL
$43.07 - $47.99 $23,473 - $26,154
-545 Reduced 5.4%
9,550 $451,000
Q4 2020

Feb 01, 2021
BUY
$37.87 - $45.0 $34,575 - $41,085
913 Added 9.94%
10,095 $449,000
Q3 2020

Nov 06, 2020
SELL
$38.16 - $41.66 $43,158 - $47,117
-1,131 Reduced 10.97%
9,182 $363,000
Q2 2020

Aug 05, 2020
BUY
$32.9 - $43.96 $2,993 - $4,000
91 Added 0.89%
10,313 $403,000
Q1 2020

May 07, 2020
SELL
$30.12 - $53.58 $135,750 - $241,485
-4,507 Reduced 30.6%
10,222 $368,000
Q4 2019

Jan 15, 2020
BUY
$50.59 - $53.39 $235,951 - $249,010
4,664 Added 46.34%
14,729 $759,000
Q3 2019

Nov 05, 2019
BUY
$51.26 - $51.88 $33,165 - $33,566
647 Added 6.87%
10,065 $522,000
Q2 2019

Jul 22, 2019
BUY
N/A
9,418 New
9,418 $470,000

Others Institutions Holding RWO

# of Institutions
230
Shares Held
19.7M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email