Cornerstone Planning Group LLC Ishares Tr Residential And Mul Transaction History
Cornerstone Planning Group LLC
- $490 Billion
- Q2 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 167,757 shares of REZ stock, worth $13.7 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
167,757
Previous 151,420
10.79%
Holding current value
$13.7 Million
Previous $12.5 Billion
10.9%
% of portfolio
2.83%
Previous 2.99%
Shares
10 transactions
Others Institutions Holding REZ
# of Institutions
184Shares Held
4.74MCall Options Held
3.1KPut Options Held
9.1K-
Morgan Stanley New York, NY529KShares$43.3 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC475KShares$38.8 Million10.21% of portfolio
-
Northwestern Mutual Wealth Management CO293KShares$24 Million0.02% of portfolio
-
Aprio Wealth Management, LLC254KShares$20.8 Million2.59% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL179KShares$14.7 Million2.6% of portfolio