Mark Sheptoff Financial Planning, LLC Ishares Global Reit ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 126 shares of REET stock, worth $3,175. This represents 0.0% of its overall portfolio holdings.
Number of Shares
126
Previous 126
-0.0%
Holding current value
$3,175
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding REET
# of Institutions
332Shares Held
71MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.6.05MShares$152 Million2.03% of portfolio
-
Northwestern Mutual Wealth Management CO5.43MShares$137 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$136 Million0.0% of portfolio
-
M&T Bank Corp4.79MShares$121 Million0.42% of portfolio
-
Morgan Stanley New York, NY3.45MShares$87 Million0.01% of portfolio