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

Total Wealth Planning, LLC

$604 Million
Q4 2024

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 33,194 shares of RWO stock, worth $1.48 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

33,194

Previous 33,904 2.09%

Holding current value

$1.48 Million

Previous $1.61 Million 11.67%

% of portfolio

0.24%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

224

Shares Held

22.4M

Call Options Held

Put Options Held

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About SPDR DOW JONES GLOBAL REAL EST

Ticker RWO
Sector ETFs
Industry ETFs

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