Fonville Wealth Management LLC Ishares Tr Residential And Mul Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Fonville Wealth Management LLC holds 44,686 shares of REZ stock, worth $3.82 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
44,686
Previous 40,960
9.1%
Holding current value
$3.82 Million
Previous $3.15 Billion
25.86%
% of portfolio
1.37%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding REZ
# of Institutions
161Shares Held
5.43MCall 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