Waterford Advisors, LLC Ishares Global Reit ETF Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
A detailed history of Waterford Advisors, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 259,385 shares of REET stock, worth $7.01 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
259,385
Previous 253,009
2.52%
Holding current value
$7.01 Million
Previous $5.99 Million
0.65%
% of portfolio
2.53%
Previous 2.54%
Shares
7 transactions
Others Institutions Holding REET
# of Institutions
291Shares Held
74.5MCall Options Held
8.7KPut Options Held
300-
Valmark Advisers, Inc.5.49MShares$148 Million2.19% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$145 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO4.61MShares$125 Million0.11% of portfolio
-
Hsbc Holdings PLC London, X04.2MShares$113 Million0.06% of portfolio
-
M&T Bank Corp4.19MShares$113 Million0.34% of portfolio