Aprio Wealth Management, LLC Ishares Tr Residential And Mul Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 303,214 shares of REZ stock, worth $25.5 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
303,214
Previous 257,529
17.74%
Holding current value
$25.5 Million
Previous $22.9 Million
7.4%
% of portfolio
3.9%
Previous 3.96%
Shares
2 transactions
Others Institutions Holding REZ
# of Institutions
191Shares Held
8.77MCall Options Held
5.7KPut Options Held
7K-
Menora Mivtachim Holdings Ltd.1.27MShares$107 Million0.65% of portfolio
-
Assetmark, Inc1.07MShares$90.1 Million0.24% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.06MShares$89.1 Million0.19% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC466KShares$39.2 Million10.21% of portfolio
-
Morgan Stanley New York, NY391KShares$32.9 Million0.0% of portfolio