Cornerstone Planning Group LLC Ishares Tr Residential And Mul Transaction History
Cornerstone Planning Group LLC
- $418 Billion
- Q1 2025
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 151,420 shares of REZ stock, worth $12.3 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
151,420
Previous 141,362
7.12%
Holding current value
$12.3 Million
Previous $11.7 Billion
6.47%
% of portfolio
2.99%
Previous 2.88%
Shares
9 transactions
Others Institutions Holding REZ
# of Institutions
187Shares Held
5.46MCall Options Held
10.8KPut Options Held
11.1K-
Franklin, Parlapiano, Turner & Welch, LLC472KShares$38.3 Million11.0% of portfolio
-
Morgan Stanley New York, NY468KShares$38 Million0.0% of portfolio
-
Jones Financial Companies Lllp338KShares$27.4 Million0.01% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL312KShares$25.4 Million5.41% of portfolio
-
Aprio Wealth Management, LLC301KShares$24.4 Million3.55% of portfolio