KWM
RWR icon

Kingsview Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Kingsview Wealth Management’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,013
Closed -$322K – 1173
2024
Q3 		$322K Hold
3,013
– – 0.01% 865
2024
Q2 		$281K Sell
3,013
-72
-2% -$6.53K 0.01% 864
2024
Q1 		$291K Buy
3,085
+72
+2% +$6.7K 0.01% 826
2023
Q4 		$287K Hold
3,013
– – 0.01% 783
2023
Q3 		$250K Hold
3,013
– – 0.01% 814
2023
Q2 		$272K Hold
3,013
– – 0.01% 771
2023
Q1 		$267K Hold
3,013
– – 0.01% 749
2022
Q4 		$263K Sell
3,013
-1,000
-25% -$87.6K 0.01% 708
2022
Q3 		$338K Hold
4,013
– – 0.02% 605
2022
Q2 		$382K Buy
+4,013
New +$425K 0.02% 593

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return