Sea Crest Wealth Management, LLC Ishares Tr Residential And Mul Transaction History
Sea Crest Wealth Management, LLC
- $913 Million
- Q4 2025
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 7,029 shares of REZ stock, worth $592,896. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,029
Previous 7,580
7.27%
Holding current value
$592,896
Previous $644,000
8.07%
% of portfolio
0.06%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding REZ
# of Institutions
182Shares Held
4.9MCall Options Held
0Put Options Held
7.8K-
Morgan Stanley New York, NY492KShares$41.5 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC469KShares$39.6 Million10.07% of portfolio
-
Northwestern Mutual Wealth Management CO251KShares$21.2 Million0.01% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL181KShares$15.3 Million2.42% of portfolio
-
Aprio Wealth Management, LLC178KShares$15 Million1.68% of portfolio