Cornerstone Planning Group LLC Ishares Tr Residential And Mul Transaction History
Cornerstone Planning Group LLC
- $418 Billion
- Q1 2025
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 151,420 shares of REZ stock, worth $12.7 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
151,420
Previous 141,362
7.12%
Holding current value
$12.7 Million
Previous $11.7 Billion
6.47%
% of portfolio
2.99%
Previous 2.88%
Shares
9 transactions
Others Institutions Holding REZ
# of Institutions
189Shares Held
7.45MCall Options Held
5.7KPut Options Held
7K-
Menora Mivtachim Holdings Ltd.1.27MShares$106 Million0.65% of portfolio
-
Assetmark, Inc1.07MShares$89.4 Million0.24% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC472KShares$39.4 Million11.0% of portfolio
-
Morgan Stanley New York, NY391KShares$32.7 Million0.0% of portfolio
-
Aprio Wealth Management, LLC303KShares$25.3 Million3.9% of portfolio