Robertson Stephens Wealth Management, LLC Spdr Dow Jones Reit ETF Transaction History

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$81.79 - $99.43 $206,601 - $251,160	2,526 New	2,526 $224,000

Others Institutions Holding RWR

# of Institutions

282

Shares Held

12.8M

Call Options Held

14.5K

Put Options Held

29.4K

Northern Trust Corp Chicago, IL

2.87M
Shares

$289 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.53M
Shares

$255 Million
0.05% of portfolio
Morgan Stanley New York, NY

931K
Shares

$93.8 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

739K
Shares

$74.4 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

505K
Shares

$50.9 Million
0.01% of portfolio

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

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

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.