Jfs Wealth Advisors, LLC Spdr Dow Jones Reit ETF Transaction History

Jfs Wealth Advisors, LLC

$1.69 Billion
Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,265 shares of RWR stock, worth $324,475. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,265

Previous 3,370 3.12%

Holding current value

$324,475

Previous $325,000 0.62%

% of portfolio

0.02%

Previous 0.02%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$95.17 - $101.62 $9,992 - $10,670	-105 Reduced 3.12%	3,265 $327,000
Q2 2025 Jul 24, 2025	BUY	$86.33 - $99.71 $863 - $997	10 Added 0.3%	3,370 $325,000
Q1 2025 Apr 22, 2025	BUY	$95.15 - $104.06 $666 - $728	7 Added 0.21%	3,360 $333,000
Q4 2024 Jan 30, 2025	BUY	$97.84 - $108.61 $1,565 - $1,737	16 Added 0.48%	3,353 $331,000
Q3 2024 Oct 25, 2024	BUY	$92.36 - $108.47 $48,766 - $57,272	528 Added 18.8%	3,337 $356,000

Q2 2024 Jul 15, 2024	BUY	$86.34 - $93.97 $949 - $1,033	11 Added 0.39%	2,809 $261,000
Q1 2024 Apr 30, 2024	SELL	$90.16 - $96.33 $42,194 - $45,082	-468 Reduced 14.33%	2,798 $263,000
Q4 2023 Feb 07, 2024	BUY	$77.45 - $97.31 $1,239 - $1,556	16 Added 0.49%	3,266 $311,000
Q3 2023 Nov 02, 2023	BUY	$81.95 - $94.77 $901 - $1,042	11 Added 0.34%	3,250 $269,000
Q2 2023 Aug 07, 2023	BUY	$84.86 - $91.11 $1,018 - $1,093	12 Added 0.37%	3,239 $292,000
Q1 2023 Apr 19, 2023	BUY	$81.79 - $99.43 $736 - $894	9 Added 0.28%	3,227 $286,000
Q4 2022 Feb 13, 2023	SELL	$80.65 - $93.02 $26,937 - $31,068	-334 Reduced 9.4%	3,218 $280,000
Q3 2022 Oct 21, 2022	BUY	$83.14 - $106.49 $997 - $1,277	12 Added 0.34%	3,552 $299,000
Q2 2022 Aug 02, 2022	SELL	$91.63 - $121.36 $7,788 - $10,315	-85 Reduced 2.34%	3,540 $337,000
Q1 2022 May 02, 2022	SELL	$108.0 - $122.07 $12,204 - $13,793	-113 Reduced 3.02%	3,625 $425,000
Q4 2021 Feb 03, 2022	SELL	$106.6 - $122.16 $39,975 - $45,810	-375 Reduced 9.12%	3,738 $457,000
Q3 2021 Nov 09, 2021	BUY	$105.43 - $114.38 $1,159 - $1,258	11 Added 0.27%	4,113 $434,000
Q2 2021 Aug 04, 2021	BUY	$96.47 - $109.38 $26,818 - $30,407	278 Added 7.27%	4,102 $430,000
Q1 2021 Apr 28, 2021	BUY	$83.32 - $97.35 $1,083 - $1,265	13 Added 0.34%	3,824 $362,000
Q4 2020 Feb 01, 2021	BUY	$75.22 - $88.59 $1,654 - $1,948	22 Added 0.58%	3,811 $330,000
Q3 2020 Oct 28, 2020	SELL	$74.96 - $83.02 $10,344 - $11,456	-138 Reduced 3.51%	3,789 $295,000
Q2 2020 Aug 05, 2020	BUY	$65.24 - $89.61 $26,748 - $36,740	410 Added 11.66%	3,927 $306,000
Q1 2020 Apr 29, 2020	SELL	$59.3 - $107.65 $10,081 - $18,300	-170 Reduced 4.61%	3,517 $254,000
Q4 2019 Feb 03, 2020	SELL	$99.89 - $106.77 $4,994 - $5,338	-50 Reduced 1.34%	3,687 $376,000
Q3 2019 Oct 31, 2019	SELL	$102.94 - $104.74 $36,852 - $37,496	-358 Reduced 8.74%	3,737 $391,000
Q2 2019 Aug 06, 2019	SELL	N/A	-120 Reduced 2.85%	4,095 $405,000
Q1 2019 Apr 23, 2019	BUY	N/A	43 Added 1.03%	4,215 $417,000
Q4 2018 Jan 28, 2019	SELL	N/A	-502 Reduced 10.74%	4,172 $359,000
Q3 2018 Nov 09, 2018	SELL	N/A	-33 Reduced 0.7%	4,674 $436,000
Q2 2018 Jul 26, 2018	BUY	N/A	15 Added 0.32%	4,707 $442,000
Q1 2018 Apr 26, 2018	BUY	N/A	10 Added 0.21%	4,692 $404,000
Q4 2017 Jan 31, 2018	SELL	N/A	-264 Reduced 5.34%	4,682 $439,000
Q3 2017 Oct 20, 2017	BUY	N/A	4,946	4,946 $458,000

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

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

More about RWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Spdr Dow Jones Reit ETF Transaction History