Kfg Wealth Management, LLC Ishares Tr Residential And Mul Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 33,508 shares of REZ stock, worth $2.87 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
33,508
Previous 40,263
16.78%
Holding current value
$2.87 Million
Previous $3.58 Million
24.11%
% of portfolio
0.71%
Previous 1.04%
Shares
2 transactions
Others Institutions Holding REZ
# of Institutions
191Shares Held
8.76MCall Options Held
5.7KPut Options Held
7K-
Menora Mivtachim Holdings Ltd.1.27MShares$109 Million0.65% of portfolio
-
Assetmark, Inc1.07MShares$91.5 Million0.24% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.06MShares$90.6 Million0.19% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC466KShares$39.8 Million10.21% of portfolio
-
Morgan Stanley New York, NY391KShares$33.4 Million0.0% of portfolio