Disciplined Investments, LLC Ishares Tr Residential And Mul Transaction History
Disciplined Investments, LLC
- $181 Million
- Q2 2024
A detailed history of Disciplined Investments, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Disciplined Investments, LLC holds 3,583 shares of REZ stock, worth $313,440. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,583
Previous 3,583
-0.0%
Holding current value
$313,440
Previous $258,000
6.59%
% of portfolio
0.15%
Previous 0.14%
Shares
5 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$97.2 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC480KShares$42 Million10.24% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA469KShares$41.1 Million1.0% of portfolio
-
Morgan Stanley New York, NY314KShares$27.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO209KShares$18.3 Million0.02% of portfolio