Elevation Wealth Partners’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Elevation Wealth Partners’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,835	Closed	-$50.6K	–	526
2024 Q3	$50.6K	Hold	1,835	–	–	0.02%	220
2024 Q2	$44K	Hold	1,835	–	–	0.02%	226
2024 Q1	$47.9K	Hold	1,835	–	–	0.02%	222
2023 Q4	$43.6K	Hold	1,835	–	–	0.03%	223
2023 Q3	$43.6K	Hold	1,835	–	–	0.04%	163
2023 Q2	$45.5K	Hold	1,835	–	–	0.04%	164
2023 Q1	$48.2K	Buy	+1,835	New	+$50K	0.04%	156

Other funds holding RWX

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return