Exencial Wealth Advisors, LLC Spdr Dow Jones Reit ETF Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 5,070 shares of RWR stock, worth $505,833. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,070
Previous 5,070
-0.0%
Holding current value
$505,833
Previous $472,000
14.62%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding RWR
# of Institutions
277Shares Held
12.1MCall Options Held
14.5KPut Options Held
29.4K-
Northern Trust Corp Chicago, IL2.87MShares$286 Million0.05% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.96MShares$196 Million0.04% of portfolio
-
Morgan Stanley New York, NY931KShares$92.9 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO747KShares$74.6 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA512KShares$51.1 Million0.01% of portfolio
About SPDR DOW JONES REIT ETF
- Ticker RWR
- Sector ETFs
- Industry Closed-End Fund - Equity