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

167

Shares Held

7.33M

Call Options Held

6.7K

Put Options Held

10.8K

Menora Mivtachim Holdings Ltd.

2.58M
Shares

$231 Million
1.46% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$42.7 Million
10.92% of portfolio
Morgan Stanley New York, NY

377K
Shares

$33.8 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$23.1 Million
3.96% of portfolio
Royal Bank Of Canada Toronto, A6

221K
Shares

$19.8 Million
0.0% of portfolio

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

More about REZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account