Ae Wealth Management LLC Spdr Dow Jones Reit ETF Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 371 shares of RWR stock, worth $37,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares

371

Holding current value

$37,548

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$97.84 - $108.61 $36,298 - $40,294	371 New	371 $36,000
Q3 2020 Nov 06, 2020	SELL	$74.96 - $83.02 $264,608 - $293,060	-3,530 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$65.24 - $89.61 $185,085 - $254,223	-2,837 Reduced 44.56%	3,530 $275,000
Q1 2020 May 07, 2020	SELL	$59.3 - $107.65 $27,633 - $50,164	-466 Reduced 6.82%	6,367 $460,000
Q4 2019 Jan 15, 2020	BUY	$99.89 - $106.77 $399,659 - $427,186	4,001 Added 141.28%	6,833 $697,000
Q3 2019 Nov 05, 2019	SELL	$102.94 - $104.74 $52,499 - $53,417	-510 Reduced 15.26%	2,832 $296,000
Q2 2019 Jul 22, 2019	BUY	N/A	1,020 Added 43.93%	3,342 $330,000
Q1 2019 May 14, 2019	SELL	N/A	-2,227 Reduced 48.96%	2,322 $230,000
Q4 2018 Feb 15, 2019	BUY	N/A	355 Added 8.46%	4,549 $391,000
Q3 2018 Nov 14, 2018	BUY	N/A	4,194 New	4,194 $391,000
Q3 2017 Nov 08, 2017	SELL	N/A	-3,468 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	3,468	3,468 $322,000

Others Institutions Holding RWR

# of Institutions

289

Shares Held

13.3M

Call Options Held

1.5K

Put Options Held

20.4K

View Full List

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

More about RWR

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Ae Wealth Management LLC Spdr Dow Jones Reit ETF Transaction History