Connecticut Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 8,707 shares of REZ stock, worth $708,662. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,707
Previous 8,707 -0.0%
Holding current value
$708,662
Previous $670,000 15.37%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$67.66 - $74.45 $811 - $893
12 Added 0.14%
8,707 $627,000
Q4 2023

Feb 06, 2024
BUY
$61.4 - $74.46 $533,873 - $647,429
8,695 New
8,695 $639,000
Q2 2023

Jul 25, 2023
BUY
$68.53 - $73.43 $1,096 - $1,174
16 Added 0.56%
2,886 $211,000
Q1 2023

Apr 18, 2023
BUY
$65.21 - $77.8 $187,152 - $223,286
2,870 New
2,870 $202,000

Others Institutions Holding REZ

# of Institutions
167
Shares Held
7.33M
Call Options Held
6.7K
Put Options Held
10.8K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

REZ Quotes by TradingView
  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email