Copia Wealth Management Ishares Tr Residential And Mul Transaction History

Copia Wealth Management

$108 Billion
Q1 2025

A detailed history of Copia Wealth Management transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Copia Wealth Management holds 31 shares of REZ stock, worth $2,542. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,542

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$78.21 - $88.48 $2,424 - $2,742	31 New	31 $2.68 Million

Others Institutions Holding REZ

# of Institutions

189

Shares Held

8.69M

Call Options Held

5.7K

Put Options Held

Menora Mivtachim Holdings Ltd.

1.27M
Shares

$104 Million
0.65% of portfolio
Assetmark, Inc

1.07M
Shares

$87.7 Million
0.24% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

1.06M
Shares

$86.8 Million
0.19% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

472K
Shares

$38.7 Million
11.0% of portfolio
Morgan Stanley New York, NY

391K
Shares

$32.1 Million
0.0% of portfolio

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About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

More about REZ

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Copia Wealth Management Ishares Tr Residential And Mul Transaction History