Altus Wealth Group LLC Ishares Tr Mtg Real Estate ETF Transaction History

Altus Wealth Group LLC

$221 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$30.83 - $36.28 $8,478 - $9,977	-275 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$25.32 - $31.87 $6,963 - $8,764	275 New	275 $9,000

Others Institutions Holding REM

# of Institutions

143

Shares Held

9.48M

Call Options Held

98K

Put Options Held

440K

Morgan Stanley New York, NY

1.27M
Shares

$29 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.09M
Shares

$24.8 Million
0.01% of portfolio
Wny Asset Management, LLC Williamsville, NY

830K
Shares

$18.9 Million
2.38% of portfolio
Bank Of America Corp Charlotte, NC

614K
Shares

$14 Million
0.0% of portfolio
Envestnet Asset Management Inc

479K
Shares

$10.9 Million
0.0% of portfolio

About ISHARES TR MTG REAL ESTATE ETF

Ticker REM
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