Ae Wealth Management LLC Spdr Dow Jones Reit ETF Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

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 753 shares of RWR stock, worth $74,833. This represents 0.0% of its overall portfolio holdings.

Number of Shares
753
Previous 10,454 92.8%
Holding current value
$74,833
Previous $1.01 Million 92.56%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 03, 2025
SELL
$95.17 - $101.62 $923,244 - $985,815
-9,701 Reduced 92.8%
753 $75,000
Q2 2025

Aug 06, 2025
BUY
$86.33 - $99.71 $882,378 - $1.02 Million
10,221 Added 4386.7%
10,454 $1.01 Million
Q1 2025

May 06, 2025
SELL
$95.15 - $104.06 $13,130 - $14,360
-138 Reduced 37.2%
233 $23,000
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
284
Shares Held
11.4M
Call Options Held
11.2K
Put Options Held
14.2K
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 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