Anderson Financial Strategies, LLC Ishares Tr Residential And Mul Transaction History
Anderson Financial Strategies, LLC
- $156 Billion
- Q2 2025
A detailed history of Anderson Financial Strategies, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 18,021 shares of REZ stock, worth $1.47 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
18,021
Previous 18,160
0.77%
Holding current value
$1.47 Million
Previous $1.57 Billion
5.44%
% of portfolio
0.95%
Previous 0.96%
Shares
3 transactions
Others Institutions Holding REZ
# of Institutions
183Shares Held
4.74MCall Options Held
3.1KPut Options Held
9.1K-
Morgan Stanley New York, NY529KShares$43.3 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC475KShares$38.8 Million10.21% of portfolio
-
Northwestern Mutual Wealth Management CO293KShares$24 Million0.02% of portfolio
-
Aprio Wealth Management, LLC254KShares$20.8 Million2.59% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL179KShares$14.7 Million2.6% of portfolio