Ever Source Wealth Advisors, LLC Spdr Dow Jones Reit ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 110 shares of RWR stock, worth $10,931. This represents 0.0% of its overall portfolio holdings.

Number of Shares
110
Previous 110 -0.0%
Holding current value
$10,931
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$92.36 - $108.47 $26,599 - $31,239
-288 Reduced 72.36%
110 $11,000
Q2 2024

Aug 13, 2024
BUY
$86.34 - $93.97 $24,865 - $27,063
288 Added 261.82%
398 $37,000
Q4 2023

Feb 09, 2024
SELL
$77.45 - $97.31 $3,872 - $4,865
-50 Reduced 31.25%
110 $10,000
Q2 2023

Aug 04, 2023
SELL
$84.86 - $91.11 $16,972 - $18,222
-200 Reduced 55.56%
160 $14,000
Q1 2023

May 11, 2023
BUY
$81.79 - $99.43 $4,907 - $5,965
60 Added 20.0%
360 $31,000
Q4 2022

Feb 09, 2023
BUY
$80.65 - $93.02 $24,195 - $27,906
300 New
300 $26,000

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
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