Landmark Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History
Landmark Wealth Management, LLC
- $216 Million
- Q1 2024
A detailed history of Landmark Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 7,013 shares of USRT stock, worth $375,335. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,013
Previous 6,663
5.25%
Holding current value
$375,335
Previous $362,000
4.14%
% of portfolio
0.17%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding USRT
# of Institutions
351Shares Held
28MCall Options Held
3.3KPut Options Held
11.5K-
Black Rock Inc. New York, NY2.68MShares$144 Million0.0% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA2.6MShares$139 Million0.19% of portfolio
-
Us Bancorp \De\2.35MShares$126 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO1.03MShares$55.4 Million0.06% of portfolio
-
Morgan Stanley New York, NY843KShares$45.1 Million0.0% of portfolio