Lederer & Associates Investment Counsel Ishares Tr Residential And Mul Transaction History
Lederer & Associates Investment Counsel
- $137 Million
- Q1 2025
A detailed history of Lederer & Associates Investment Counsel transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 2,375 shares of REZ stock, worth $195,011. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,375
Previous 2,375
-0.0%
Holding current value
$195,011
Previous $192,000
6.77%
% of portfolio
0.15%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding REZ
# of Institutions
188Shares Held
5.13MCall Options Held
10.8KPut Options Held
11.1K-
Franklin, Parlapiano, Turner & Welch, LLC472KShares$38.7 Million11.0% of portfolio
-
Morgan Stanley New York, NY468KShares$38.5 Million0.0% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL312KShares$25.7 Million5.41% of portfolio
-
Aprio Wealth Management, LLC301KShares$24.7 Million3.55% of portfolio
-
Northwestern Mutual Wealth Management CO239KShares$19.6 Million0.02% of portfolio