Aegis Wealth Management LLC Ishares Global Reit ETF Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 54,808 shares of REET stock, worth $1.36 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
54,808
Previous 52,697
4.01%
Holding current value
$1.36 Million
Previous $1.26 Billion
5.26%
% of portfolio
0.78%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding REET
# of Institutions
310Shares Held
77.1MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.5.71MShares$142 Million2.12% of portfolio
-
Hsbc Holdings PLC London, X05.68MShares$141 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$134 Million0.0% of portfolio
-
M&T Bank Corp4.92MShares$122 Million0.44% of portfolio
-
Northwestern Mutual Wealth Management CO4.88MShares$121 Million0.1% of portfolio