Aegis Wealth Management LLC Ishares Global Reit ETF Transaction History
Aegis Wealth Management LLC
- $177 Billion
- Q4 2025
A detailed history of Aegis Wealth Management LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 22,013 shares of REET stock, worth $554,727. This represents 0.31% of its overall portfolio holdings.
Number of Shares
22,013
Previous 54,545
59.64%
Holding current value
$554,727
Previous $1.39 Billion
60.61%
% of portfolio
0.31%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding REET
# of Institutions
335Shares Held
74.7MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.6.05MShares$152 Million2.03% of portfolio
-
Northwestern Mutual Wealth Management CO5.43MShares$137 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$136 Million0.0% of portfolio
-
M&T Bank Corp4.79MShares$121 Million0.42% of portfolio
-
Polianta LTD3.63MShares$91.6 Million11.86% of portfolio