XML Financial, LLC RWO Holdings History

Number of Shares
15,057.00
Current Holdings Value*
$657,080.00
% of Portfolio
0.06%
Total Estimate Gain
$-1.07 Mil
% of Total Estimate Gain
-13.54%

XML Financial, LLC's SPDR Dow Jones Global Real Estate ETF Holding Summary

As of 2025-03-31, XML Financial, LLC held 15,057.00 shares of SPDR Dow Jones Global Real Estate ETF(RWO), totaling $657,080.00. This investment constitutes 0.06% of their stock portfolio, and XML Financial, LLC now holds 0.06% of the outstanding SPDR Dow Jones Global Real Estate ETF(RWO) stock.

The initial trade took place in 2019Q4. And since then XML Financial, LLC has made 13 purchases of RWO, at an average price of $50.01, for a total of 158,368.00 shares. In addition, there have been 8 sales at an average price of $43.09 for 143,311.00 shares. Based on historical transaction data and RWO's current price of $44.67, XML Financial, LLC's estimated gain on his RWO holdings is $-1.07 Mil, reflecting a -13.54% gain to date.

XML Financial, LLC RWO ($44.67) Holding Chart

XML Financial, LLC RWO ($44.67) 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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