Aprio Wealth Management, LLC Ishares Tr Residential And Mul Transaction History
Aprio Wealth Management, LLC
- $731 Million
- Q1 2025
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 300,753 shares of REZ stock, worth $25 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
300,753
Previous 303,214
0.81%
Holding current value
$25 Million
Previous $24.6 Million
5.8%
% of portfolio
3.55%
Previous 3.9%
Shares
3 transactions
Others Institutions Holding REZ
# of Institutions
187Shares Held
5.46MCall Options Held
10.8KPut Options Held
11.1K-
Franklin, Parlapiano, Turner & Welch, LLC472KShares$39.2 Million11.0% of portfolio
-
Morgan Stanley New York, NY468KShares$38.9 Million0.0% of portfolio
-
Jones Financial Companies Lllp338KShares$28.1 Million0.01% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL312KShares$26 Million5.41% of portfolio
-
Northwestern Mutual Wealth Management CO239KShares$19.8 Million0.02% of portfolio