Castleview Partners, LLC Ishares Tr Residential And Mul Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 2024
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 2,663 shares of REZ stock, worth $232,719. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,663
Previous 5,457
51.2%
Holding current value
$232,719
Previous $484,000
51.24%
% of portfolio
0.16%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding REZ
# of Institutions
164Shares Held
5.83MCall Options Held
17.3KPut Options Held
12.9K-
Strategic Financial Concepts, LLC San Antonio, TX1.11MShares$97.1 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC476KShares$41.6 Million10.92% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA469KShares$41 Million1.0% of portfolio
-
Morgan Stanley New York, NY314KShares$27.4 Million0.0% of portfolio
-
Aprio Wealth Management, LLC258KShares$22.5 Million3.96% of portfolio