Dynamic Wealth Strategies, LLC Ishares Tr Residential And Mul Call Options Transaction History

Dynamic Wealth Strategies, LLC

$116 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding REZ

# of Institutions

161

Shares Held

5.42M

Call Options Held

8.1K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$93.6 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$40 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$26.4 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$21.7 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$17.6 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
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