Continuum Advisory, LLC Ishares Tr Residential And Mul Put Options Transaction History

Continuum Advisory, LLC

$680 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding REZ

# of Institutions

161

Shares Held

5.42M

Call Options Held

8.1K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$95 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$40.7 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$26.8 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$22 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$17.9 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Advisory, LLC with notifications on news.