Total Wealth Planning, LLC Spdr Dow Jones Global Real Est Transaction History

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Total Wealth Planning, LLC holds 26,088 shares of RWO stock, worth $1.19 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
26,088
Previous 26,695 2.27%
Holding current value
$1.19 Million
Previous $1.18 Million 1.36%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 17, 2025
SELL
$43.53 - $46.27 $26,422 - $28,085
-607 Reduced 2.27%
26,088 $1.19 Million
Q2 2025

Jul 15, 2025
SELL
$38.85 - $45.0 $101,787 - $117,900
-2,620 Reduced 8.94%
26,695 $1.18 Million
Q1 2025

Apr 15, 2025
SELL
$41.41 - $45.24 $160,629 - $175,485
-3,879 Reduced 11.69%
29,315 $1.27 Million
Q4 2024

Jan 15, 2025
SELL
$42.41 - $47.31 $30,111 - $33,590
-710 Reduced 2.09%
33,194 $1.42 Million
Q3 2024

Oct 10, 2024
SELL
$41.23 - $48.48 $140,264 - $164,928
-3,402 Reduced 9.12%
33,904 $1.61 Million
Q2 2024

Aug 02, 2024
SELL
$39.55 - $42.66 $32,984 - $35,578
-834 Reduced 2.19%
37,306 $1.55 Million
Q1 2024

Apr 18, 2024
SELL
$40.98 - $43.83 $11,802 - $12,623
-288 Reduced 0.75%
38,140 $1.63 Million
Q4 2023

Feb 05, 2024
SELL
$35.74 - $44.36 $84,310 - $104,645
-2,359 Reduced 5.78%
38,428 $1.68 Million
Q3 2023

Nov 08, 2023
SELL
$37.74 - $43.16 $43,853 - $50,151
-1,162 Reduced 2.77%
40,787 $1.56 Million
Q2 2023

Jul 31, 2023
SELL
$39.37 - $41.91 $21,614 - $23,008
-549 Reduced 1.29%
41,949 $1.72 Million
Q1 2023

Apr 14, 2023
BUY
$38.63 - $46.08 $104,764 - $124,968
2,712 Added 6.82%
42,498 $1.75 Million
Q4 2022

Feb 02, 2023
BUY
$37.13 - $43.08 $1.48 Million - $1.71 Million
39,786 New
39,786 $1.63 Million

Others Institutions Holding RWO

# of Institutions
230
Shares Held
19.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR DOW JONES GLOBAL REAL EST

RWO Quotes by TradingView
  • Ticker RWO
  • Sector ETFs
  • Industry ETFs
More about RWO
Track This Portfolio

Track Total Wealth Planning, LLC Portfolio

Follow Total Wealth Planning, 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 Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email