Boltwood Capital Management Ishares Tr Residential And Mul Transaction History
Boltwood Capital Management
- $336 Million
- Q3 2024
A detailed history of Boltwood Capital Management transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Boltwood Capital Management holds 3,600 shares of REZ stock, worth $314,928. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,600
Previous 3,600
-0.0%
Holding current value
$314,928
Previous $277,000
15.16%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding REZ
# of Institutions
150Shares Held
5.16MCall Options Held
17.3KPut Options Held
12.9K-
Strategic Financial Concepts, LLC San Antonio, TX1.11MShares$97.2 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC480KShares$42 Million10.24% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA469KShares$41.1 Million1.0% of portfolio
-
Morgan Stanley New York, NY314KShares$27.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO209KShares$18.3 Million0.02% of portfolio