Kfg Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

Kfg Wealth Management, LLC

  • $390 Million
  • Q1 2025

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 23,296 shares of REZ stock, worth $2 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
23,296
Previous 33,508 30.48%
Holding current value
$2 Million
Previous $2.71 Million 26.34%
% of portfolio
0.51%
Previous 0.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$78.21 - $88.48 $798,680 - $903,557
-10,212 Reduced 30.48%
23,296 $2 Million
Q4 2024

Jan 21, 2025
SELL
$79.04 - $89.77 $533,915 - $606,396
-6,755 Reduced 16.78%
33,508 $2.71 Million
Q3 2024

Oct 15, 2024
BUY
$76.42 - $91.19 $3.08 Million - $3.67 Million
40,263 New
40,263 $3.58 Million

Others Institutions Holding REZ

# of Institutions
192
Shares Held
8.7M
Call Options Held
5.7K
Put Options Held
7K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

REZ Quotes by TradingView
  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email