Navis Wealth Advisors, LLC Ishares Tr Residential And Mul Put Options Transaction History

Navis Wealth Advisors, LLC

$89.6 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding REZ

# of Institutions

165

Shares Held

8.16M

Call Options Held

6.7K

Put Options Held

10.8K

Menora Mivtachim Holdings Ltd.

2.58M
Shares

$211 Million
1.46% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

1.06M
Shares

$86.8 Million
0.19% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

466K
Shares

$38.2 Million
10.21% of portfolio
Morgan Stanley New York, NY

377K
Shares

$30.9 Million
0.0% of portfolio
Aprio Wealth Management, LLC

303K
Shares

$24.9 Million
3.9% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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