Castle Wealth Management LLC Ishares Tr Residential And Mul Transaction History
Castle Wealth Management LLC
- $169 Million
- Q2 2024
A detailed history of Castle Wealth Management LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Castle Wealth Management LLC holds 50,307 shares of REZ stock, worth $4.4 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
50,307
Previous 46,707
7.71%
Holding current value
$4.4 Million
Previous $3.37 Million
15.06%
% of portfolio
2.29%
Previous 2.0%
Shares
9 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$41.9 Million10.24% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA469KShares$41 Million1.0% of portfolio
-
Morgan Stanley New York, NY314KShares$27.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO209KShares$18.3 Million0.02% of portfolio