Castleview Partners, LLC Ishares Tr Residential And Mul Transaction History
Castleview Partners, LLC
- $126 Million
- Q3 2025
A detailed history of Castleview Partners, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Castleview Partners, LLC holds 5,831 shares of REZ stock, worth $491,844. This represents 0.39% of its overall portfolio holdings.
Number of Shares
5,831
Previous 4,201
38.8%
Holding current value
$491,844
Previous $345,000
43.48%
% of portfolio
0.39%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding REZ
# of Institutions
186Shares Held
4.9MCall Options Held
0Put Options Held
7.8K-
Morgan Stanley New York, NY492KShares$41.5 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC469KShares$39.6 Million10.07% of portfolio
-
Northwestern Mutual Wealth Management CO251KShares$21.2 Million0.01% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL181KShares$15.3 Million2.42% of portfolio
-
Aprio Wealth Management, LLC178KShares$15 Million1.68% of portfolio