Global Wealth Management Investment Advisory, Inc. Ishares Tr Residential And Mul Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 17, 2022	BUY	$88.05 - $98.21 $3,610 - $4,026	41 New	41 $4,000
Q3 2021 Nov 16, 2021	SELL	$83.86 - $92.5 $6,708 - $7,400	-80 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$72.82 - $81.61 $5,825 - $6,528	80 New	80 $6,000
Q3 2019 Nov 14, 2019	BUY	$77.3 - $79.63 $0 - $0	0 New	0 $0

Others Institutions Holding REZ

# of Institutions

161

Shares Held

5.42M

Call Options Held

8.1K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$95 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$40.7 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$26.8 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$22 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$17.9 Million
0.02% of portfolio

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About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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