Laidlaw Wealth Management LLC Ishares Core U.S. Reit ETF Transaction History
Laidlaw Wealth Management LLC
- $172 Million
- Q2 2024
A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 4,941 shares of USRT stock, worth $302,092. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,941
Previous 4,962
0.42%
Holding current value
$302,092
Previous $266,000
0.75%
% of portfolio
0.15%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding USRT
# of Institutions
338Shares Held
31.8MCall Options Held
1.6KPut Options Held
0-
Black Rock Inc. New York, NY2.92MShares$179 Million0.0% of portfolio
-
Us Bancorp \De\2.65MShares$162 Million0.19% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.55MShares$156 Million0.03% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.72MShares$105 Million0.47% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.14MShares$69.7 Million21.85% of portfolio