Cornerstone Planning Group LLC Ishares Tr Residential And Mul Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 135,951 shares of REZ stock, worth $11.4 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
135,951
Previous 129,319
5.13%
Holding current value
$11.4 Million
Previous $10.3 Billion
14.59%
% of portfolio
3.13%
Previous 2.96%
Shares
7 transactions
Others Institutions Holding REZ
# of Institutions
161Shares Held
5.42MCall Options Held
8.1KPut Options Held
12.9K-
Strategic Financial Concepts, LLC San Antonio, TX1.11MShares$93.6 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC476KShares$40 Million10.92% of portfolio
-
Morgan Stanley New York, NY314KShares$26.4 Million0.0% of portfolio
-
Aprio Wealth Management, LLC258KShares$21.7 Million3.96% of portfolio
-
Northwestern Mutual Wealth Management CO209KShares$17.6 Million0.02% of portfolio