Aegis Wealth Management LLC Ishares Global Reit ETF Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
A detailed history of Aegis Wealth Management LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 54,808 shares of REET stock, worth $1.4 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
54,808
Previous 54,808
-0.0%
Holding current value
$1.4 Million
Previous $1.33 Billion
-0.0%
% of portfolio
0.8%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding REET
# of Institutions
324Shares Held
75.7MCall Options Held
18.6KPut Options Held
200-
Valmark Advisers, Inc.6.05MShares$154 Million2.03% of portfolio
-
Hsbc Holdings PLC London, X05.68MShares$145 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$137 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO5.01MShares$128 Million0.09% of portfolio
-
M&T Bank Corp4.91MShares$125 Million0.42% of portfolio