Beam Wealth Advisors, Inc. Ishares Tr Residential And Mul Call Options Transaction History

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding REZ

# of Institutions

188

Shares Held

5.11M

Call Options Held

10.8K

Put Options Held

11.1K

Franklin, Parlapiano, Turner & Welch, LLC

475K
Shares

$39.7 Million
10.21% of portfolio
Morgan Stanley New York, NY

468K
Shares

$39.2 Million
0.0% of portfolio
Tobias Financial Advisors, Inc. Plantation, FL

312K
Shares

$26.1 Million
5.41% of portfolio
Aprio Wealth Management, LLC

301K
Shares

$25.1 Million
3.55% of portfolio
Northwestern Mutual Wealth Management CO

239K
Shares

$19.9 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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