Beacon Financial Advisory LLC Ishares Tr Mtg Real Estate ETF Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares Tr Mtg Real Estate ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 9,187 shares of REM stock, worth $210,841. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,187
Previous 9,413
2.4%
Holding current value
$210,841
Previous $208,000
4.81%
% of portfolio
0.08%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding REM
# of Institutions
140Shares Held
9.4MCall Options Held
98KPut Options Held
440K-
Morgan Stanley New York, NY1.27MShares$29.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA833KShares$19.1 Million0.0% of portfolio
-
Wny Asset Management, LLC Williamsville, NY830KShares$19 Million2.38% of portfolio
-
Bank Of America Corp Charlotte, NC614KShares$14.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc454KShares$10.4 Million0.0% of portfolio