Wealth Plan Partners, LLC Ishares Tr Residential And Mul Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$65.21 - $77.8 $5,999 - $7,157	92 New	92 $6.5 Million
Q1 2019 May 16, 2019	SELL	N/A	-3,508 Closed	0 $0
Q4 2018 Feb 20, 2019	BUY	N/A	3,508 New	3,508 $244,000

Others Institutions Holding REZ

# of Institutions

161

Shares Held

5.45M

Call Options Held

8.1K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$97.8 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$41.9 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$27.6 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$22.7 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$18.4 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

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