Altfest L J & CO Inc Ishares Tr Residential And Mul Transaction History

Altfest L J & CO Inc

$751 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 15, 2022	BUY	$70.67 - $88.84 $2.64 Million - $3.32 Million	37,349 New	37,349 $2.68 Million

Others Institutions Holding REZ

# of Institutions

161

Shares Held

5.42M

Call Options Held

8.1K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$95 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$40.7 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$26.8 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$22 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$17.9 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

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