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SPDR DJ Wilshire REIT shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $337k 3.5k 95.32
2022-12-31 $870k 10k 87.15

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding SPDR DJ Wilshire REIT

Charles Schwab Investment Management
Wells Fargo & Company
Bank of America Corporation
Branch Banking & Trust Company
Goldman Sachs Group
Patton Fund Management
Creative Planning
Royal Bank of Canada
Private Advisor
UBS Group
Capital Advisors
Stratos Wealth Partners
Citizens Financial Group
Cullen Frost Bankers
Bank of New York Mellon

View all funds holding SPDR DJ Wilshire REIT