Beacon Financial Advisory LLC Ishares Tr Mtg Real Estate ETF Call Options Transaction History

Beacon Financial Advisory LLC

$270 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding REM

# of Institutions

140

Shares Held

9.4M

Call Options Held

98K

Put Options Held

440K

Morgan Stanley New York, NY

1.27M
Shares

$29.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

833K
Shares

$19.1 Million
0.0% of portfolio
Wny Asset Management, LLC Williamsville, NY

830K
Shares

$19 Million
2.38% of portfolio
Bank Of America Corp Charlotte, NC

614K
Shares

$14.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

454K
Shares

$10.4 Million
0.0% of portfolio

About ISHARES TR MTG REAL ESTATE ETF

Ticker REM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.