Wealth Enhancement Advisory Services, LLC Spdr Dow Jones Reit ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,788 shares of RWR stock, worth $545,403. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,788

Previous 6,375 9.21%

Holding current value

$545,403

Previous $630,000 9.84%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$95.15 - $104.06 $55,853 - $61,083	-587 Reduced 9.21%	5,788 $568,000
Q4 2024 Mar 17, 2025	BUY	$97.84 - $108.61 $86,294 - $95,794	882 Added 16.06%	6,375 $630,000
Q3 2024 Oct 23, 2024	SELL	$92.36 - $108.47 $70,101 - $82,328	-759 Reduced 12.14%	5,493 $586,000
Q2 2024 Jul 16, 2024	BUY	$86.34 - $93.97 $91,175 - $99,232	1,056 Added 20.32%	6,252 $582,000
Q1 2024 Apr 15, 2024	SELL	$90.16 - $96.33 $213,679 - $228,302	-2,370 Reduced 31.32%	5,196 $489,000
Q4 2023 Jan 30, 2024	SELL	$77.45 - $97.31 $124,152 - $155,987	-1,603 Reduced 17.48%	7,566 $721,000
Q3 2023 Nov 13, 2023	BUY	$81.95 - $94.77 $272,975 - $315,678	3,331 Added 57.06%	9,169 $760,000
Q2 2023 Jul 21, 2023	SELL	$84.86 - $91.11 $1.48 Million - $1.59 Million	-17,470 Reduced 74.95%	5,838 $527,000
Q1 2023 Apr 25, 2023	BUY	$81.79 - $99.43 $80,644 - $98,037	986 Added 4.42%	23,308 $2.07 Million
Q4 2022 Feb 01, 2023	SELL	$80.65 - $93.02 $185,011 - $213,387	-2,294 Reduced 9.32%	22,322 $1.95 Million
Q3 2022 Oct 17, 2022	BUY	$83.14 - $106.49 $22,115 - $28,326	266 Added 1.09%	24,616 $2 Million
Q2 2022 Jul 18, 2022	BUY	$91.63 - $121.36 $150,731 - $199,637	1,645 Added 7.25%	24,350 $2.33 Million
Q1 2022 Apr 18, 2022	SELL	$108.0 - $122.07 $4,860 - $5,493	-45 Reduced 0.2%	22,705 $2.69 Million
Q4 2021 Feb 08, 2022	SELL	$106.6 - $122.16 $54,152 - $62,057	-508 Reduced 2.18%	22,750 $2.58 Million
Q3 2021 Nov 03, 2021	BUY	$105.43 - $114.38 $1.63 Million - $1.77 Million	15,452 Added 197.95%	23,258 $2.66 Million
Q2 2021 Aug 10, 2021	BUY	$96.47 - $109.38 $753,044 - $853,820	7,806 New	7,806 $853,000

Others Institutions Holding RWR

# of Institutions

285

Shares Held

12.4M

Call Options Held

900

Put Options Held

18.5K

View Full List

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

More about RWR

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Wealth Enhancement Advisory Services, LLC Spdr Dow Jones Reit ETF Transaction History