Sea Crest Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 8,852 shares of REZ stock, worth $745,338. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,852
Previous 11,636 23.93%
Holding current value
$745,338
Previous $1.03 Million 30.59%
% of portfolio
0.08%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$79.04 - $89.77 $220,047 - $249,919
-2,784 Reduced 23.93%
8,852 $717,000
Q3 2024

Oct 16, 2024
BUY
$76.42 - $91.19 $889,223 - $1.06 Million
11,636 New
11,636 $1.03 Million
Q2 2022

Aug 09, 2022
BUY
$75.39 - $99.18 $65,061 - $85,592
863 New
863 $69,000
Q2 2019

Jul 19, 2019
SELL
N/A
-231 Closed
0 $0
Q1 2019

May 10, 2019
BUY
N/A
231 New
231 $16,000

Others Institutions Holding REZ

# of Institutions
191
Shares Held
8.77M
Call Options Held
5.7K
Put Options Held
7K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

REZ Quotes by TradingView
  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email