Cornerstone Planning Group LLC Ishares Tr Residential And Mul Transaction History
Cornerstone Planning Group LLC
- $349 Billion
- Q2 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 129,319 shares of REZ stock, worth $11.4 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
129,319
Previous 119,697
8.04%
Holding current value
$11.4 Million
Previous $8.62 Billion
19.72%
% of portfolio
2.96%
Previous 2.68%
Shares
6 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$97.8 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC480KShares$42.2 Million10.24% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA469KShares$41.3 Million1.0% of portfolio
-
Morgan Stanley New York, NY314KShares$27.6 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO209KShares$18.4 Million0.02% of portfolio