Beta Wealth Group, Inc. Ishares Tr Residential And Mul Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 8,105 shares of REZ stock, worth $687,141. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,105
Previous 8,776
7.65%
Holding current value
$687,141
Previous $779,000
15.79%
% of portfolio
0.32%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding REZ
# of Institutions
190Shares Held
8.73MCall Options Held
5.7KPut Options Held
7K-
Menora Mivtachim Holdings Ltd.1.27MShares$108 Million0.65% of portfolio
-
Assetmark, Inc1.07MShares$90.7 Million0.24% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.06MShares$89.7 Million0.19% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC466KShares$39.5 Million10.21% of portfolio
-
Morgan Stanley New York, NY391KShares$33.1 Million0.0% of portfolio