Plan Group Financial, LLC Ishares Tr Residential And Mul Transaction History
Plan Group Financial, LLC
- $187 Million
- Q3 2024
A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Plan Group Financial, LLC holds 49,552 shares of REZ stock, worth $4.33 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
49,552
Previous 47,067
5.28%
Holding current value
$4.33 Million
Previous $3.62 Million
21.47%
% of portfolio
2.35%
Previous 2.24%
Shares
6 transactions
Others Institutions Holding REZ
# of Institutions
164Shares Held
5.83MCall Options Held
17.3KPut Options Held
12.9K-
Strategic Financial Concepts, LLC San Antonio, TX1.11MShares$97.1 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC476KShares$41.6 Million10.92% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA469KShares$41 Million1.0% of portfolio
-
Morgan Stanley New York, NY314KShares$27.4 Million0.0% of portfolio
-
Aprio Wealth Management, LLC258KShares$22.5 Million3.96% of portfolio