Dynamic Wealth Strategies, LLC Ishares Tr Residential And Mul Transaction History
Dynamic Wealth Strategies, LLC
- $117 Million
- Q1 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,264 shares of REZ stock, worth $174,622. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,264
Previous 3,158
28.31%
Holding current value
$174,622
Previous $232 Million
99.93%
% of portfolio
0.14%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding REZ
# of Institutions
150Shares Held
4.62MCall Options Held
500Put Options Held
18.9K-
Capital Asset Advisory Services LLC Haslett, MI463KShares$35.7 Million1.9% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC459KShares$35.4 Million9.1% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA453KShares$34.9 Million0.94% of portfolio
-
Morgan Stanley New York, NY362KShares$28 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO184KShares$14.2 Million0.01% of portfolio