Destiny Wealth Partners, LLC Ishares Tr Residential And Mul Transaction History

Destiny Wealth Partners, LLC

$547 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 28, 2021	BUY	N/A	994 New	994 $85,000
Q2 2021 Jul 27, 2021	SELL	N/A	-994 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	N/A	994 New	994 $67,000

Others Institutions Holding REZ

# of Institutions

151

Shares Held

4.63M

Call Options Held

500

Put Options Held

18.9K

Capital Asset Advisory Services LLC Haslett, MI

463K
Shares

$35.6 Million
1.9% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

459K
Shares

$35.3 Million
9.1% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

453K
Shares

$34.9 Million
0.94% of portfolio
Morgan Stanley New York, NY

362K
Shares

$27.9 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

184K
Shares

$14.1 Million
0.01% 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 Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.