United Financial Planning Group LLC Ishares Global Reit ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 2,518 shares of REET stock, worth $63,453. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,518Holding current value
$63,453% of portfolio
0.12%Shares
1 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
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Black Rock Inc. New York, NY5.38MShares$136 Million0.0% of portfolio
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M&T Bank Corp4.79MShares$121 Million0.42% of portfolio
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Morgan Stanley New York, NY3.45MShares$87 Million0.01% of portfolio