Aprio Wealth Management, LLC Ishares Tr Residential And Mul Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
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 303,214 shares of REZ stock, worth $25.3 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
303,214
Previous 257,529
17.74%
Holding current value
$25.3 Million
Previous $22.9 Million
7.4%
% of portfolio
3.9%
Previous 3.96%
Shares
2 transactions
Others Institutions Holding REZ
# of Institutions
171Shares Held
9.26MCall Options Held
6.7KPut Options Held
10.8K-
Menora Mivtachim Holdings Ltd.2.58MShares$215 Million1.46% of portfolio
-
Assetmark, Inc1.07MShares$89.2 Million0.24% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.06MShares$88.3 Million0.19% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC466KShares$38.8 Million10.21% of portfolio
-
Morgan Stanley New York, NY377KShares$31.4 Million0.0% of portfolio