Aprio Wealth Management, LLC Ishares Tr Residential And Mul Call Options Transaction History
Aprio Wealth Management, LLC
- $808 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding REZ
# of Institutions
184Shares Held
4.81MCall Options Held
3.1KPut Options Held
9.1K-
Morgan Stanley New York, NY529KShares$44.9 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC475KShares$40.3 Million10.21% of portfolio
-
Northwestern Mutual Wealth Management CO293KShares$24.9 Million0.02% of portfolio
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Tobias Financial Advisors, Inc. Plantation, FL179KShares$15.2 Million2.6% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ168KShares$14.2 Million2.83% of portfolio