Rockbridge Investment Management, Lcc Ishares Tr Residential And Mul Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding REZ
# of Institutions
161Shares Held
5.42MCall Options Held
8.1KPut Options Held
12.9K-
Strategic Financial Concepts, LLC San Antonio, TX1.11MShares$95 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC476KShares$40.7 Million10.92% of portfolio
-
Morgan Stanley New York, NY314KShares$26.8 Million0.0% of portfolio
-
Aprio Wealth Management, LLC258KShares$22 Million3.96% of portfolio
-
Northwestern Mutual Wealth Management CO209KShares$17.9 Million0.02% of portfolio