Disciplined Investments, LLC Ishares Tr Residential And Mul Transaction History
Disciplined Investments, LLC
- $195 Million
- Q3 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 $306,203. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,583
Previous 3,583
-0.0%
Holding current value
$306,203
Previous $275,000
15.64%
% of portfolio
0.16%
Previous 0.15%
Shares
5 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$95 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC476KShares$40.7 Million10.92% of portfolio
-
Morgan Stanley New York, NY314KShares$26.8 Million0.0% of portfolio
-
Aprio Wealth Management, LLC258KShares$22 Million3.96% of portfolio
-
Northwestern Mutual Wealth Management CO209KShares$17.9 Million0.02% of portfolio