Waterford Advisors, LLC Ishares Global Reit ETF Transaction History
Waterford Advisors, LLC
- $289 Billion
- Q3 2025
A detailed history of Waterford Advisors, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 313,620 shares of REET stock, worth $7.9 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
313,620
Previous 34,411
811.39%
Holding current value
$7.9 Million
Previous $849,000
944084.57%
% of portfolio
2.77%
Previous 0.0%
Shares
12 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
-
Black Rock Inc. New York, NY5.38MShares$136 Million0.0% of portfolio
-
M&T Bank Corp4.79MShares$121 Million0.42% of portfolio
-
Morgan Stanley New York, NY3.45MShares$87 Million0.01% of portfolio