Napa Wealth Management Ishares Tr Mtg Real Estate ETF Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Ishares Tr Mtg Real Estate ETF stock. As of the latest transaction made, Napa Wealth Management holds 37,656 shares of REM stock, worth $864,205. This represents 0.42% of its overall portfolio holdings.
Number of Shares
37,656
Previous 30,494
23.49%
Holding current value
$864,205
Previous $676 Million
32.24%
% of portfolio
0.42%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding REM
# of Institutions
141Shares Held
9.4MCall Options Held
98KPut Options Held
440K-
Morgan Stanley New York, NY1.27MShares$29.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA833KShares$19.1 Million0.0% of portfolio
-
Wny Asset Management, LLC Williamsville, NY830KShares$19 Million2.38% of portfolio
-
Bank Of America Corp Charlotte, NC614KShares$14.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc454KShares$10.4 Million0.0% of portfolio