Sage View Advisory Group, LLC Ishares Tr Residential And Mul Transaction History

Sage View Advisory Group, LLC

$2.15 Trillion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$67.66 - $74.45 $2.19 Million - $2.41 Million	32,329 New	32,329 $5.31 Billion

Others Institutions Holding REZ

# of Institutions

165

Shares Held

4.39M

Call Options Held

8.1K

Put Options Held

12.9K

Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$41.5 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$27.4 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$22.5 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

185K
Shares

$16.1 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

157K
Shares

$13.7 Million
0.0% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.