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 $321,645. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,583
Previous 3,583
-0.0%
Holding current value
$321,645
Previous $275,000
15.64%
% of portfolio
0.16%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding REZ
# of Institutions
167Shares Held
7.33MCall Options Held
6.7KPut Options Held
10.8K-
Menora Mivtachim Holdings Ltd.2.58MShares$231 Million1.46% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC476KShares$42.7 Million10.92% of portfolio
-
Morgan Stanley New York, NY377KShares$33.8 Million0.0% of portfolio
-
Aprio Wealth Management, LLC258KShares$23.1 Million3.96% of portfolio
-
Royal Bank Of Canada Toronto, A6221KShares$19.8 Million0.0% of portfolio