M Wealth Management, LLC Ishares Tr Residential And Mul Transaction History
M Wealth Management, LLC
- $110 Billion
- Q4 2024
A detailed history of M Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, M Wealth Management, LLC holds 14,086 shares of REZ stock, worth $1.15 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
14,086Holding current value
$1.15 Million% of portfolio
1.04%Shares
1 transactions
Others Institutions Holding REZ
# of Institutions
169Shares Held
8.24MCall Options Held
6.7KPut Options Held
10.8K-
Menora Mivtachim Holdings Ltd.2.58MShares$211 Million1.46% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.06MShares$86.7 Million0.19% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC466KShares$38.1 Million10.21% of portfolio
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Morgan Stanley New York, NY377KShares$30.9 Million0.0% of portfolio
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Aprio Wealth Management, LLC303KShares$24.8 Million3.9% of portfolio