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WealthPLAN Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

WealthPLAN Partners’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-205
Closed -$8.42K – 986
2023
Q2 		$8.42K Hold
205
– – ﹤0.01% 824
2023
Q1 		$8.44K Buy
+205
New +$8.71K ﹤0.01% 903
2016
Q3 		$76.4K Sell
1,576
-4,192
-73% -$213K 0.02% 267
2016
Q2 		$59.2K Buy
+5,768
New +$283K 0.01% 834
2015
Q4 		$3.3M Buy
+213,803
New +$10M 0.54% 39
2015
Q2 		$3.21M Buy
70,078
+12,432
+22% +$602K 1.4% 12
2015
Q1 		$2.76M Buy
+57,646
New +$2.88M 1.29% 15

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return