Cornerstone Planning Group LLC Ishares Tr Residential And Mul Transaction History
Cornerstone Planning Group LLC
- $322 Billion
- Q1 2024
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 119,697 shares of REZ stock, worth $9.23 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
119,697
Previous 107,213
11.64%
Holding current value
$9.23 Million
Previous $7.88 Billion
9.4%
% of portfolio
2.68%
Previous 2.6%
Shares
5 transactions
Others Institutions Holding REZ
# of Institutions
150Shares Held
4.62MCall Options Held
500Put Options Held
18.9K-
Capital Asset Advisory Services LLC Haslett, MI463KShares$35.7 Million1.9% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC459KShares$35.4 Million9.1% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA453KShares$34.9 Million0.94% of portfolio
-
Morgan Stanley New York, NY362KShares$28 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO184KShares$14.2 Million0.01% of portfolio