Dynamic Wealth Strategies, LLC Ishares Tr Residential And Mul Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,366 shares of REZ stock, worth $193,775. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,366
Previous 2,350
0.68%
Holding current value
$193,775
Previous $181,000
16.02%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding REZ
# of Institutions
169Shares Held
8.24MCall Options Held
6.7KPut Options Held
10.8K-
Menora Mivtachim Holdings Ltd.2.58MShares$211 Million1.46% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.06MShares$86.7 Million0.19% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC466KShares$38.1 Million10.21% of portfolio
-
Morgan Stanley New York, NY377KShares$30.9 Million0.0% of portfolio
-
Aprio Wealth Management, LLC303KShares$24.8 Million3.9% of portfolio