Comprehensive Wealth Management, LLC Ishares Tr Residential And Mul Transaction History
Comprehensive Wealth Management, LLC
- $115 Million
- Q2 2025
A detailed history of Comprehensive Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 7,899 shares of REZ stock, worth $670,625. This represents 0.57% of its overall portfolio holdings.
Number of Shares
7,899Holding current value
$670,625% of portfolio
0.57%Shares
1 transactions
Others Institutions Holding REZ
# of Institutions
184Shares Held
4.81MCall Options Held
3.1KPut Options Held
9.1K-
Morgan Stanley New York, NY529KShares$44.9 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC475KShares$40.3 Million10.21% of portfolio
-
Northwestern Mutual Wealth Management CO293KShares$24.9 Million0.02% of portfolio
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Aprio Wealth Management, LLC254KShares$21.6 Million2.59% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL179KShares$15.2 Million2.6% of portfolio