Legacy Wealth Managment, Llc/Id Ishares Tr Residential And Mul Call Options Transaction History

Legacy Wealth Managment, Llc/Id

$120 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding REZ

# of Institutions

188

Shares Held

4.83M

Call Options Held

3.1K

Put Options Held

9.1K

Morgan Stanley New York, NY

529K
Shares

$44.1 Million
0.0% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

469K
Shares

$39.1 Million
10.07% of portfolio
Northwestern Mutual Wealth Management CO

293K
Shares

$24.5 Million
0.02% of portfolio
Aprio Wealth Management, LLC

254K
Shares

$21.2 Million
2.59% of portfolio
Tobias Financial Advisors, Inc. Plantation, FL

179K
Shares

$15 Million
2.6% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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