Dynamic Wealth Strategies, LLC Ishares Tr Residential And Mul Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 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 2,350 shares of REZ stock, worth $197,776. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,350
Previous 2,264
3.8%
Holding current value
$197,776
Previous $163,000
11.04%
% of portfolio
0.16%
Previous 0.14%
Shares
3 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$93.6 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC476KShares$40 Million10.92% of portfolio
-
Morgan Stanley New York, NY314KShares$26.4 Million0.0% of portfolio
-
Aprio Wealth Management, LLC258KShares$21.7 Million3.96% of portfolio
-
Northwestern Mutual Wealth Management CO209KShares$17.6 Million0.02% of portfolio