Addis & Hill, Inc RWO Holdings History

Number of Shares
141,550.00
Current Holdings Value*
$6.25 Mil
% of Portfolio
4.08%
Total Estimate Gain
$460,934.56
% of Total Estimate Gain
7.83%

Addis & Hill, Inc's SPDR Dow Jones Global Real Estate ETF Holding Summary

As of 2025-06-30, Addis & Hill, Inc held 141,550.00 shares of SPDR Dow Jones Global Real Estate ETF(RWO), totaling $6.25 Mil. This investment constitutes 4.08% of their stock portfolio, and Addis & Hill, Inc now holds 0.57% of the outstanding SPDR Dow Jones Global Real Estate ETF(RWO) stock.

The initial trade took place in 2023Q4. And since then Addis & Hill, Inc has made 5 purchases of RWO, at an average price of $40.81, for a total of 144,273.00 shares. In addition, there have been 1 sales at an average price of $43.52 for 2,723.00 shares. Based on historical transaction data and RWO's current price of $44.01, Addis & Hill, Inc's estimated gain on his RWO holdings is $460,934.56, reflecting a 7.83% gain to date.

Addis & Hill, Inc RWO ($44.01) Holding Chart

Addis & Hill, Inc RWO ($44.01) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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